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Jeffrey M
CFP®, Series 63
Columbus, OH
Principal Financial Services
Jeffrey Mccloskey is a financial advisor at Principal Financial Services with 23 years of industry experience. He holds the CFP® designation and Series 63 license. Mccloskey is also the managing member of Insurance First Capital LLC, which sells various types of insurance, including health, home, auto, and liability coverage. Principal Securities offers brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporations and active-duty military personnel. The firm emphasizes financial planning, retirement consulting, and access to third-party money manager programs, with investment implementation typically handled on a discretionary basis by those managers.
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