Jesus Beltran (CRD# 4642364) is an Investment Advisor Representative working at Principal Securities, Inc. in Des Moines, IA and has over 19 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Life Insurance Co | Oceanside, CA | Apr 2021 - Current | 3 |
| Principal Securities Inc. | Des Moines, IA | Apr 2021 - Current | 3 |
| Cetera Investment Advisers LLC | Schaumburg, IL | Nov 2020 - Apr 2021 | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2018 - Apr 2021 | 2 |
| Summit Brokerage Services, Inc. | Boca Raton, FL | Nov 2017 - Apr 2021 | 3 |
| Cetera Advisors LLC | Denver, CO | Jun 2007 - Apr 2021 | 13 |
| Cetera Investment Services | Saint Cloud, MN | Jun 2007 - Apr 2021 | 13 |
| Cetera Financial Specialists LLC | Schaumburg, IL | Jun 2007 - Apr 2021 | 13 |
| First Allied Advisory Services, Inc. | San Diego, CA | Jul 2012 - Nov 2020 | 8 |
| First Allied Securities, Inc. | San Diego, CA | Jun 2007 - Nov 2020 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2005 |
- IA
- TX
-
Total Assets Under Management12,106MILLIONS
-
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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