Jesse Ickes (CRD# 6491944) is an Investment Advisor Representative working at Principal Securities, Inc. in Altoona, PA and has over 7 years of experience in the finance industry.
CRD# 4782048
Kooman & Associates
CRD# 2787819
Stifel, Nicolaus & Company, Incorporated
CRD# 1973907
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beck, Smithbower, Ickes Financial, LLC | Altoona, PA | Jan 2021 - Current | 3 |
| Principal Securities Inc. | Altoona, PA | Jul 2016 - Current | 7 |
| Beck Financial And Wealth Management, LLC | Altoona, PA | Jan 2017 - Aug 2023 | 6 |
| Principal Life Insurance Company | Altoona, PA | Jun 2016 - Jan 2021 | 4 |
| Penn State | Altoona, PA | Aug 2012 - Dec 2016 | 4 |
| Blair County Highway Dept | Hollidayburg, PA | May 2016 - Jun 2016 | < 1 |
| Penn State Adler Gym | Altoona, PA | Aug 2012 - May 2016 | 3 |
| Horace Mann | Altoona, PA | May 2015 - Aug 2015 | < 1 |
| Penndot | Hollidayburg, PA | May 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2017 |
| S63 | Uniform Securities State Law Examination | Oct 2016 |
- PA
- TX
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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