Jeremy Fernandez
Investment adviser representative at Principal Advised Services
18 yearsExperience
1 stateRegistered in
$1.4BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Principal Advised ServicesJul 2023 to now
- Principal Life Insurance CompanySep 2019 to now
- Principal Securities IncSep 2019 to now
- Buy Buy BabyAug 2018 to Sep 2019
- Metlife Investors Distribution CompanyAug 2018 to Aug 2019
- Martensdale-st. Marys School DistrictJul 2017 to Sep 2019
- M & J Consulting, LLCMar 2017 to Sep 2019
- Pottery Barn KidsJul 2016 to Jan 2017
- Norwalk SchoolsAug 2015 to May 2017
- Urbandale Community School DistrictAug 2008 to Sep 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
Principal Advised Services
Legal name: Principal Advised Services, LLC
$1.4BAssets managed
23,164Clients
231Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3195126
- Firm CRD
- 297324