Jason Paul Obermeier
Investment adviser representative at Principal Securities, Inc.
11 yearsExperience
2 statesRegistered in
$17BFirm assets
28 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Principal Securities, Inc.Mar 2025 to now
- Thrivent FinancialMay 2023 to Mar 2025
- Thrivent Investment Management IncApr 2023 to Mar 2025
- SurviosApr 2023 to May 2023
- UnemployedFeb 2023 to Apr 2023
- SurviosJan 2022 to Feb 2023
- SonosaJun 2020 to Jan 2022
- Pcb ProductionsMay 2019 to Jan 2022
- Digital Hearts, USAJul 2017 to Jan 2018
- Self EmployedMay 2017 to Jan 2020
- Sonic Fuel StudiosApr 2017 to Jun 2017
- University North Carolina School of the ArtsAug 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, TX).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 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
- 7720290
- Firm CRD
- 1137