Jake Allen Gregory
Investment adviser representative at Principal Advised Services
14 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
14 years in the industry.
- Principal Advised ServicesJan 2024 to now
- Principal BankJan 2024 to now
- Principal Life Insurance CompanyAug 2023 to now
- Principal Securities, Inc.Aug 2022 to now
- Associate StaffingJun 2022 to Aug 2023
- Unc WilmingtonJun 2021 to Jun 2022
- Country Club of LandfallJun 2020 to Jun 2021
- Unc WilmingtonJun 2017 to Jun 2020
- East Rowan High SchoolJun 2012 to Jun 2017
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
- 7617562
- Firm CRD
- 297324