JL
Jason W. Longnecker
PRINCIPAL SECURITIES
Washington, PA 15301
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CRD#: 2916822
JL
Professional summary
Jason Wayne Longnecker, AIF® is a registered financial advisor currently at PRINCIPAL SECURITIES, INC. located in Washington, Pennsylvania.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Jason has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
**Fixed Insurance, 1001 LIBERTY AVE STE 300, PITTSBURGH, PA 15222, Life, DI, LTC, Annuities, Group Supplemental/Health, 10/18/17, Investment Related: Y, Hours Per Month: 16. **Bible Alliance Church, 1300 Mt Pleasant Rd, West Newton, PA 15089, Church Elder/Authority over Benevolent Account, 08/2017, Investment Related: N, Hours Per Month: 8. **Westmoreland County Community College; Not Investment Related; Washington, PA; Adjunct Professor; Adjunct professor. Teaching Finance, Economic, Managements, Marketing, Accounting, & Business courses offered at college; Start Date: 08/15/2019; 12 hrs per month; 12 during trading hours. **JWL WEALTH MANAGEMENT POSITION: President NATURE: Owner/Partner/of LLC/S-Corp/REIT INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 07/01/2024 ADDRESS: 70 E. Beau Street, Suite 800, Washington PA 15301, United States DESCRIPTION: Adding an LLC at the direction of my CPA and bookkeeper. All commissions paid will go to the LLC and then transferred to JWL Wealth Management. I will not be using the LLC for advertising purposes. I will still only operate under the DBA of JWL Wealth Management as an investment representative of Principal Securities. **AMSPIRIT POSITION: President NATURE: Board Member/Officer/Director of an Organization INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2025 ADDRESS: 57 E Chestnut St,, Washington PA 15301, United States DESCRIPTION: Chapter of a national networking organization. We meet every week at 8:00-9:15 am. A group of local business owners that meet for the soul purpose of education and referral networking. As President, I will open and run each meeting. No products are sold. I will be on the committee that approves new members. All dues are ran through the national office and zero funds are exchanged at the chapter level. **JWL WEALTH MANAGEMENT (1) POSITION: President NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/19/2025 ADDRESS: 70 E. Beau Street, Suite 800, Washington PA 15012, United States DESCRIPTION: The associate advisor will be paying rent for his space. The cost will offset, office rent, supplies, utilities, benefits. Significantly less than the cost. This is only to help offset the cost.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Wayne Longnecker's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Jason Wayne Longnecker's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
November 3, 2006 - Present
PRINCIPAL SECURITIES, INC.
Office #1: 70 E Beau St Ste 800, Washington, PA 15301RIA
BD
CRD#: 1137
Washington, PA
Current
September 25, 2006 - Present
PRINCIPAL SECURITIES, INC.
Office #1: 70 E Beau St Ste 800, Washington, PA 15301RIA
BD
CRD#: 1137
Washington, PA
Past
September 13, 2000 - July 7, 2005
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PRINCIPAL SECURITIES, INC.
BLC EQUITY SERVICES CORPORATION | PRINCOR FINANCIAL/ SERVICES CORPORATION | PRINCOR FINANCIAL SERVICES CORPORATION | PRINCIPAL SECURITIES, INC. | PRINCIPAL FINANCIAL SERVICES CORPORATION
CRD#: 1137 / SEC#: 801-54949, 8-13975
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(6/6/2022)
RR
Colorado(12/9/2022)
RR
Delaware(2/17/2021)
RR
Florida(9/23/2020)
RR
Georgia(7/19/2021)
RR
Illinois(6/1/2023)
RR
Louisiana(6/6/2022)
RR
Maryland(9/24/2014)
RR
Massachusetts(12/9/2022)
RR
Michigan(6/30/2022)
RR
Minnesota(7/19/2021)
RR
New Jersey(11/2/2021)
RR
North Carolina(5/2/2025)
RR
Ohio(9/25/2006)
RR
Pennsylvania(9/25/2006)
IAR
Pennsylvania(11/3/2006)
RR
South Carolina(12/5/2019)
RR
Tennessee(8/30/2023)
RR
Texas(7/9/2020)
IAR
Texas(6/18/2021)
RR
Virginia(12/4/2019)
RR
West Virginia(9/25/2006)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
PRINCIPAL SECURITIES, INC.
BLC EQUITY SERVICES CORPORATION | PRINCOR FINANCIAL/ SERVICES CORPORATION | PRINCOR FINANCIAL SERVICES CORPORATION | PRINCIPAL SECURITIES, INC. | PRINCIPAL FINANCIAL SERVICES CORPORATION
CRD#: 1137 / SEC#: 801-54949, 8-13975
RIA
Registered Investment Advisory firm - SEC (10/10/1997 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)
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Contact information
Main Address
711 High Street, Des Moines, IA 50392
Mailing Address
Principal Financial Group 711 High Street, Des Moines, IA 50392-2080
Phone number
(888) 774-6267
Established
Iowa since 05/01/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
1,436
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PRINCIPAL FINANCIAL SERVICES, INC. | OWNER | |
| AGRAWAL, VIVEK | DIRECTOR | 8050381 |
| CLAIRE, CHAD THOMAS | CHIEF INFORMATION OFFICER | 7219218 |
| DROGAN, THOMAS JOHN | CHIEF COMPLIANCE OFFICER | 2760482 |
| FRIEDRICH, AMY CHRISTINE | DIRECTOR | 7097797 |
| LAWLER, CODY ANTHONY | HEAD OF SUPERVISION, HEAD OF OPERATIONS | 5162072 |
| MCCULLUM, KENNETH ALLEN | DIRECTOR | 4695257 |
| MURRAY, MICHAEL FRANCIS | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHAIR | 2074275 |
| RANTS, DOUGLAS JOHN | CHIEF INFORMATION SECURITY OFFICER | 7148529 |
| ROBERTS, DAWN MARIE | CHIEF FINANCIAL OFFICER | 7929617 |
| SCHELHAAS, NATHAN PAUL | DIRECTOR | 7275495 |
| SPADAFORA, CRAIG ALAN | SENIOR VICE PRESIDENT / HEAD OF ADVISORY AND PLATFORM | 3184320 |
| VANWINKLE, DANIEL SIMON | PSI AML OFFICER | 4715191 |
Regulatory assets under management
| Total Number of Accounts | 63,730 |
| AUM (Assets Under Management) | $ 14,827,718,110 |
Disclosures
| Regulatory Event | 9 |
| Arbitration | 3 |
| Bond | 3 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/26/2025 | ||
| 10/28/2024 | ||
| 11/28/2023 | ||
| 09/22/2023 | ||
| 12/20/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
PRINCIPAL SECURITIES, INC.
CRD#: 1137Washington, PA 15301TRUST BUT VERIFY
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