Jared Lapham, financial advisor Cleveland OH
76 score

Jared Lapham

CRD Number: 6388450
Current Firm: Principal Securities, Inc.

Jared Lapham (CRD# 6388450) is an Investment Advisor Representative working at Principal Securities, Inc. in Cleveland, OH and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Princor Financial Services Corporation Cleveland, OH Aug 2014 - Current 2
Principal Life Insurance Company Cleveland, OH Aug 2014 - Current 2
Paychex Hudson, OH Feb 2012 - Aug 2014 2
Benefit Resource Group Independence, OH Aug 2010 - Feb 2012 1
Cuyahoga Communit College Cleveland, OH Dec 2008 - Jul 2010 1
Enterprise Holdings Strongsville, OH Mar 2003 - Nov 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Jared L. Lapham
Phone Number: 888-774-6267
Firm Website: http://www.principal.com
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,622
    MILLIONS
  • Total Number of Accounts
    15,486
    ACCOUNTS
  • Average Account Value
    $104,766
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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

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BADGES
76

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