Tyler A Jones
Investment adviser representative at Principal Securities, Inc.
11 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
Are you Tyler A Jones? Claim your profile
Contact this firm
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.Oct 2025 to now
- Principal Life Insurance CoOct 2025 to now
- UnemployedMay 2025 to Sep 2025
- Binghamton UniversityNov 2024 to May 2025
- Minitab LLCMay 2024 to Aug 2024
- Stadium 138Jan 2024 to Oct 2024
- Nbt BankJun 2022 to Aug 2023
- DoordashSep 2021 to May 2025
- StudentAug 2021 to May 2025
- Magros PizzeriaJun 2017 to Jun 2021
- Norwich City School DistrictOct 2015 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 8164386
- Firm CRD
- 1137