Jonathan Taylor Helak
Investment adviser representative at Principal Securities, Inc.
12 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
12 years in the industry.
- Principal Life Insurance CompanyOct 2024 to now
- Principal Securities, Inc.Jun 2024 to now
- Principal Advised ServicesOct 2024 to Jun 2026
- Associate StaffingJun 2024 to Oct 2024
- U.S. BankAug 2021 to Jun 2024
- UnemployedMay 2021 to Aug 2021
- Homemakers FurnitureMay 2020 to May 2021
- United States AirforceJan 2020 to Apr 2020
- Chick-fil-aSep 2018 to Jan 2020
- Pier 1 ImportsOct 2015 to Sep 2018
- Iowa State UniversitySep 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (IA, 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
- 7968493
- Firm CRD
- 1137