Jonah Madison Dejung
Investment adviser representative at Principal Advised Services
11 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
11 years in the industry.
- Principal Advised ServicesApr 2026 to now
- Principal BankApr 2026 to now
- Principal Life Insurance CompanyApr 2026 to now
- Principal Securities, Inc.Jan 2026 to now
- Associate StaffingJan 2026 to Apr 2026
- BMO BankApr 2024 to Dec 2025
- UnemployedDec 2023 to Apr 2024
- Rhino TechnologyMay 2022 to Aug 2022
- Isu DiningSep 2021 to May 2023
- Iowa State UniversityAug 2020 to Dec 2023
- Home DepotApr 2020 to Aug 2021
- North Dakota State UniversityAug 2019 to Apr 2020
- UnemployedJun 2019 to Aug 2019
- Eden Prairie High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
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
- 8205588
- Firm CRD
- 297324