Jonathan W Mathews
Investment adviser representative at Principal Advised Services
11 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
11 years in the industry.
- Principal Advised ServicesJun 2024 to now
- Principal Securities, Inc.Jun 2023 to now
- Principal Life Insurance CompanyMay 2023 to now
- BusinessolverAug 2021 to May 2023
- UnemployedFeb 2021 to Jul 2021
- GohealthJul 2020 to Jan 2021
- UnemployedMar 2020 to Jun 2020
- Kloud9Nov 2019 to Feb 2020
- SpectrioMay 2019 to Oct 2019
- Red VenturesMay 2017 to May 2019
- Auto BellAug 2016 to Feb 2017
- University of North Carolina At CharlotteJun 2015 to Jun 2019
Exams passed
- 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
- 7746383
- Firm CRD
- 297324