Jeremy Michael Connally

Current Employers

Employment History

• 03/2013 → 08/2022
  Farmers Insurance
  Santa Maria, CA
• 03/2013 → 08/2022
  Farmers Financial Solutions
  Santa Maria, CA
• 08/2022 → Present
  Principal Life Insurance Company
  Carmel, CA
• 08/2022 → Present
  Principal Securities, Inc.
  Carmel, CA

Previous Registrations

• 2010-08-26 → 2013-03-13
  Northwestern Mutual Investment Services, Llc
  Colorado Spgs, CO
  Walnut Creek, CA
  Paso Robles, CA

Other Businesses

**FARMERS PROPERTY AND CASUALTY POSITION: Farmers Property and Casualty NATURE: P&C INVESTMENT RELATED: No NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 09/01/2022 ADDRESS: 404 W Franklin St, Suite 102, Monterey CA 93940, United States DESCRIPTION: My wife owns a Farmers Insurance Agency which I support as agency manager 60 hrs per month. As agency manager, I will facilitate training on P&C business in staff meetings, review production of staff, may meet with Farmers Corporate to talk about agency, and will conduct joint meetings with P&C agents for high value clients. **GRACIE UNIVERSITY MONTEREY POSITION: Coach NATURE: I coach Jiujitsu for Gracie University Monterey. I trade coaching for free attendance at the gym for myself and my kids. INVESTMENT RELATED: No NUMBER OF HOURS: 12 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2019 ADDRESS: 636 Lighthouse Ave, Monterey CA 93940, United States DESCRIPTION: I am a coach for children's and beginner adult jiujitsu classes. I teach 3 1-hour classes 4 Tuesdays per month. **INSURANCE POSITION: Fixed Insurance NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 09/01/2022 ADDRESS: 26609 Fisher Dr, Carmel CA 93923, United States DESCRIPTION: The sale of 'non-variable' insurance products such as fixed life insurance, fixed annuities, disability income insurance, health insurance, long-term care insurance, property, casualty, and/or group benefits. **CONNALLY HOLDINGS LLC POSITION: Investment Property NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/27/2023 ADDRESS: 26609 Fisher Dr, Carmel CA 93923, United States DESCRIPTION: My wife and I will be establishing an LLC to invest in rental properties. They may be in multiple states. **CONNALLY HOLDINGS LLC POSITION: Real Estate Investment Partnership NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 08/30/2024 ADDRESS: 26609 Fisher Dr, Carmel CA 93923, United States DESCRIPTION: The Connally Holdings LLC owns rental real estate property. This OBA would extend its operations to investing in properties for flipping (purchase, upgrade, and re-sell) and include partners outside of my wife and myself. The partners are not clients of Principal and I will not be soliciting for partners, do not get compensation from the partnership, other than what results from the transactions profit or losses.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-08-05
• S63 Uniform Securities Agent State Law Examination
  2010-04-12

Designations