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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.

John de Montel is licensed in TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AZ, CA, District of Columbia, FL, KS ,LA, IL, SC, NC, OK and TX. 

Jill Leland is licensed in TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is registered to offer securities and advisory services through Principal Securities, Inc. in AZ, CA, FL, IL LA, OK, SC, TX. 

This site is not a solicitation of interest in any of these products in any other state.

IMPORTANT CONSUMER INFORMATION: John de Montel and Jill Leland may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements.  Follow-up, individualized responses to consumers in a particular state by John and Jill that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion.  For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.

Insurance issued by Principal National Life Insurance Company (except in New York), 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.  John de Montel & Jill Leland, Principal National and Principal Life Financial Representatives, Principal Securities Registered Representatives, Financial Advisors.  De Montel Financial Services is not an affiliate of any company of the Principal Financial Group.

Principal Life maintains certificates of authority to transact insurance in all 50 states.  Principal Life NAIC identification number is 61271.  Principal National NAIC identification number is 71161.