Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
Federal Deposit Insurance Corporation - FDIC-Insured - Backed by the full faith and credit of the U.S. Government
My role is to help you make informed decisions by providing clear, objective guidance. I’ve been in the financial services industry since 1997 and joined the Principal® Financial Network of the Mid-Atlantic in 2006. Over the years, I’ve worked with individuals, families, and business owners to help them navigate financial decisions and plan for the future. I hold an MBA in Finance from Waynesburg University and a bachelor’s degree in Finance and Economics from Robert Morris University. I’m registered with FINRA and maintain Series 7, 63, and 66 securities registrations. These credentials support my ability to offer informed guidance across a range of financial topics.
As a financial professional, I am dedicated to helping individuals and families navigate the complexities of wealth management and investment planning. My focus is on empowering clients to pursue their financial goals, whether that involves building long-term wealth, funding higher education, or preparing for retirement. By taking a holistic and personalized approach, I aim to provide clarity and confidence for my clients’ financial futures.
I hold a Bachelor of Science in Business Administration with a concentration in Finance from Waynesburg University, where I graduated in 2022. I also hold my FINRA Series 7 and 66 securities registrations and licensed in Pennsylvania for Life, Health, and Variable insurance products.
Important Disclosures
Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392. Jason Longnecker, MBA, AIF®, Jonathan Faber, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors and members of the Principal® Financial Network. The Bank of Monroe is not an affiliate of any company of the Principal Financial Group®.
AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
Principal Securities Registered Representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
This endorsement is provided by The Bank of Monroe (“Promoter”), who is not a current client or investor of Principal Securities, Inc. Promoter receives a percentage of compensation in return for their endorsement if you become a client of Principal Securities, Inc. Promoter will receive up to 30% of gross compensation. Promoter’s receipt of cash compensation creates an incentive for the Promoter to refer you to Principal Securities® rather than other investment advisers with which it does not have a similar referral agreement, resulting in a conflict of interest for the Promoter.
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Securities products are
• Not FDIC or NCUA Insured • Not insured by any federal government agency • Subject to investment risk and possible loss of principal • No bank/credit union guarantee • Not required as a condition of receiving credit approval • Not deposits or obligations of the bank/credit union
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