Boedy Jess Tracy
Investment adviser representative at Principal Advised Services
10 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
10 years in the industry.
- Principal Life Insurance CompanySep 2024 to now
- Principal Advised ServicesAug 2024 to now
- Principal BankAug 2024 to now
- Principal Securities, Inc.Jul 2024 to now
- Associated StaffingJun 2024 to Sep 2024
- First Class Community Credit UnionFeb 2023 to May 2024
- Information ProvidersNov 2022 to Feb 2023
- Mutual of OmahaMay 2022 to Nov 2022
- Wells FargoDec 2019 to May 2022
- FedexDec 2018 to Dec 2018
- AXA Advisors, LLCJul 2018 to Aug 2019
- UnemployedApr 2018 to Jul 2018
- Visiting AngelsFeb 2018 to Jun 2021
- ProgrexionJun 2017 to Jan 2018
- PalazzoMar 2017 to Dec 2017
- Sam's ClubNov 2016 to Feb 2017
- Grand Canyon UniversityAug 2014 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 6941127
- Firm CRD
- 297324