Jonathan Armando Gonzalez
Investment adviser representative at Principal Advised Services
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Principal Advised ServicesJul 2025 to now
- Principal Life Insurance CompanyJul 2025 to now
- Principal Securities, Inc.Apr 2025 to now
- Associate StaffingApr 2025 to Jul 2025
- Gca Production Services IncJun 2024 to Aug 2024
- Macapa Logistics LLCJun 2023 to Aug 2023
- Sumo Sushi Bar & GrillSep 2022 to Dec 2024
- All Pho YouJun 2022 to Aug 2022
- University of IowaAug 2020 to Dec 2024
- Paper Systems IncJun 2019 to Aug 2021
- Electrical Power ProductsJun 2017 to Aug 2018
- Dowling Catholic High SchoolAug 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8065191
- Firm CRD
- 297324