Jonathan Gregory Dahl
Investment adviser representative at Principal Advised Services
10 yearsExperience
2 statesRegistered 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 Advised ServicesAug 2024 to now
- Principal Life Insurance CompanyJun 2024 to now
- Principal Securities, Inc.May 2024 to now
- UnemployedJan 2024 to Apr 2024
- Charles Schwab Bank, SsbNov 2023 to Jan 2024
- Charles Schwab and Co., Inc.Dec 2022 to Jan 2024
- TD AmeritradeDec 2019 to Dec 2022
- Big Daddy's EdwardsvilleMay 2019 to Nov 2019
- SiueJan 2019 to May 2019
- XpacDec 2018 to Jan 2019
- SiueAug 2018 to Dec 2018
- XpacMay 2018 to Aug 2018
- SiueJan 2018 to May 2018
- XpacDec 2017 to Jan 2018
- SiueAug 2017 to Dec 2017
- XpacMay 2017 to Jul 2017
- SiueJan 2017 to May 2017
- XpacDec 2016 to Jan 2017
- SiueAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7199555
- Firm CRD
- 297324