Juergen Schatzer

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

• 04/2018 → 01/2020
  Edward Jones
  St Louis, MO
• 03/2003 → 10/2017
  Western Safety Products Inc
  Seattle, WA
• 10/2017 → 04/2018
  Unemployed
  Seattle, WA
• 01/2020 → Present
  Principal Life Insurance Company
  Shoreline, WA
• 01/2020 → Present
  Principal Securities, Inc.
  Shoreline, WA

Previous Registrations

• 2018-07-19 → 2019-10-03
  Edward Jones
  Shoreline, WA
  St Louis, MO
  Seattle, WA

Other Businesses

***Fixed Insurance; Investment Related; Seattle, WA; Agent; Life, Annuities, DI, LTC, Health, Medicare Supplements; Start Date: 01/16/2020; 20 hrs per month; 20 during trading hours. ***EDMONDS CHAMBER OF COMMERCE FOUNDATION POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 121 5th Ave N,, Edmonds WA 98020, United States DESCRIPTION: Provides financial support for cultural events, business needs, and workforce development. The Edmonds Chamber Foundation is a fundraising affiliate of the Ed1monds Chamber of Commerce. ***Seattle Area German American School (SAGA) POSITION: Board Member at Large NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/21/2022 ADDRESS: 11010 Greenwood Ave N Seattle, WA 98133 DESCRIPTION: Attend meetings, vote on certain issues affecting the school. ***Austria Club of Washington POSITION: Board Member NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 12/1/2018 ADDRESS: 17324 73rd Ave W Edmonds, WA 98026 DESCRIPTION: Attend board meetings, vote on issues related to club business, help out at club functions.

Exams

• S66 Uniform Combined State Law Examination
  2018-07-18

Other Names

• Juergen Anton Schatzer