Jeffrey Scott Overson

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

• 07/1998 → Present
  Principal Life Insurance Company
  Andalusia, IL
• 03/2016 → Present
  Principal Securities Inc
  Andalusia, IL

Other Businesses

**OUTSIDE INSURANCE. 01/03/2014. BROKER-LIFE, DI, LTC, FIXED ANNUITIES. **Overson Properties LLC; Not Investment Related; Andalusia, IL; Owner; Overson Properties LLC, owns the Andalusia building. Start Date: 06/01/2019; 0 hrs per month; 0 during trading hours. **OVERSON WHEATLEY FINANCIAL SERVICES POSITION: Partner NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 03/13/2023 ADDRESS: 212 5th Ave East, PO Box 410, Andalusia IL 61232, United States DESCRIPTION: Partnership formed with Josh Wheatley as part of the business continuation process.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-11-17
• S63 Uniform Securities Agent State Law Examination
  1983-06-29

Designations

• Chartered Financial Consultant

Other Names

• Jeffery Scott Overson