John Langley
John Langley is a CFP-designated registered investment advisor at Principal Securities, INC., based in Jacksonville, FL, with 17 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
7077 Bonneval Rd, Ste 380, Jacksonville, FL, 32216
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
April 2018Other Business ActivitiesSells Insurance
John is an insurance agent selling various insurance products, including life, disability, annuities, long-term care, health, and group benefits, dedicating a few hours per week. He also serves as a non-voting advisory volunteer board member for The Bolles School Alumni Board, requiring minimal time.
Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
State Registrations15 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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