Sharon Jansma, financial advisor Visalia CA

Sharon Jansma

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Sharon K. Jansma
Phone Number: 888-774-6267
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    9,321
    MILLIONS
  • Total Number of Accounts
    38,492
    ACCOUNTS
  • Average Account Value
    $242,164
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, WY

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