Adonis Jvon Roberson
Investment adviser representative at Principal Advised Services
18 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
18 years in the industry.
- Principal Advised ServicesApr 2024 to now
- Principal BankApr 2024 to now
- Principal, Securities, Inc.Aug 2022 to now
- Principal Life Insurance CompanyJun 2022 to now
- Associate StaffingJun 2022 to Jul 2022
- AmazonAug 2021 to Jun 2022
- GohealthSep 2019 to Jul 2021
- Planet MitsubishiJul 2019 to Sep 2019
- Wells FargoSep 2018 to Jul 2019
- Virginia State UniversityAug 2014 to Jun 2018
- Interlake High SchoolAug 2008 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7604156
- Firm CRD
- 297324