Nicholas Ryan Jones
Investment adviser representative at Principal Advised Services
12 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
12 years in the industry.
- Principal Advised ServicesJul 2026 to now
- Principal BankJul 2026 to now
- Principal Life Insurance CompanyJul 2026 to now
- Principal Securities, Inc.Apr 2026 to now
- Associate StaffingApr 2026 to Jul 2026
- UnemployedJan 2026 to Apr 2026
- Consolidated PlanningNov 2025 to Jan 2026
- UnemployedJun 2025 to Nov 2025
- Charles SchwabJun 2023 to Jun 2025
- Secured Financial SolutionsJun 2021 to Jun 2023
- Mountainside FitnessJul 2018 to Jun 2021
- Blue Ridge High SchoolJan 2014 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 7733909
- Firm CRD
- 297324