Jeffrey Lee Hurst

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2013 → Present
  Principal Life Insurance Company
  Westlake, OH
• 03/2016 → Present
  Principal Securities Inc
  Westlake, OH

Previous Registrations

• 2011-06-01 → 2013-01-18
  Pnc Wealth Management Llc
  Cleveland, OH
  Garfield Heights, OH
  Seven Hills, OH
• 2009-06-25 → 2011-04-15
  Key Investment Services Llc
  Cleveland, OH
  Lakewood, OH
• 2007-11-05 → 2009-06-02
  The Huntington Investment Company
  Willoughby, OH
  Concord, OH
• 2007-01-01 → 2007-05-14
  Stancorp Investment Advisers, Inc.
  Portland, OR
• 2006-01-25 → 2007-01-01
  Invesmart Advisors Inc
  Cleveland, OH

Other Businesses

PRINCIPAL BANK & TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/12/2022 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal.

Exams

• S66 Uniform Combined State Law Examination
  2006-01-24
• S63 Uniform Securities Agent State Law Examination
  1981-03-05

Designations

• Certified Financial Planner