Jonathan Joseph Heim
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 ServicesOct 2023 to now
- Principal Securities, Inc.May 2022 to now
- Principal Life Insurance CompanyMar 2022 to now
- Parking Management ServicesFeb 2022 to Apr 2022
- Angel Oak Home Loans LLCMar 2021 to Mar 2022
- UnemployedMar 2021 to Aug 2021
- Parking Management ServicesAug 2020 to Apr 2021
- Parking Management CompanyMay 2017 to Mar 2020
- UnccAug 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (IA, NC).
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
- 7544883
- Firm CRD
- 297324