Sharon JansmaCRD Number: 4034097
Current Firm: Principal Securities, Inc.
Sharon Jansma (CRD# 4034097) is an Investment Advisor Representative working at Principal Securities, Inc. in Visalia, CA and has over 22 years of experience in the finance industry.
Principal Securities, Inc.
Lpl Financial LLC
Securities America Advisors, Inc.
|Jansma Financial And Insurance Services||Visalia, CA||Sep 2019 - Current||2|
|Principal Life Insurance Company||Visalia, CA||May 2019 - Current||2|
|Principal Securities Inc.||Visalia, CA||May 2019 - Current||2|
|Farmers Financial Solutions, LLC||Visalia, CA||Sep 2000 - May 2019||18|
|Farmers Insurance Group||Visalia, CA||Jan 1990 - May 2019||29|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2019|
Total Assets Under Management9,321MILLIONS
Total Number of Accounts38,492ACCOUNTS
Average Account Value$242,164
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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