Jake Ryne Slattery
Investment adviser representative at Principal Asset Management
11 yearsExperience
1 stateRegistered in
$427.7BFirm assets
27 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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Principal SecuritiesMay 2023 to now
- Principal Asset ManagementApr 2022 to now
- Principal Funds Distributor, IncJan 2022 to now
- Principal Life InsuranceMay 2023 to Jun 2024
- Kingland Systems CorporationApr 2021 to Dec 2021
- Hy-vee GroceryApr 2020 to Mar 2021
- Iowa State UniversityAug 2019 to Mar 2020
- Prairie Meadows CasinoApr 2019 to Jul 2019
- Jimmy JohnsSep 2018 to Jul 2019
- Prairie Meadows CasinoApr 2018 to Sep 2018
- Ankeny High SchoolJan 2018 to Mar 2018
- Bark AvenueSep 2017 to Dec 2017
- Brandmeyer PopcornAug 2015 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (IA).
Principal Asset Management
Legal name: Principal Global Investors, LLC
$427.7BAssets managed
8,205Clients
121Advisers
27 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
- 7495296
- Firm CRD
- 109002