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George Jerome Wilson

Principal Advised Services

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About George Jerome Wilson

George Jerome Wilson is a registered investment advisor representative with Principal Advised Services. George Wilson has been in the industry since October 29, 2019. George is registered with the state of Iowa and North Carolina. Principal Advised Services is a registered investment advisor with the Securities and Exchange Commission (SEC) and has offices in Des Moines, Iowa. Principal Advised Services offers a variety of advisory services to individual and institutional clients, including portfolio management, financial planning, and selection of other advisors. The firm manages approximately $569,489,941 in assets under management.

Firm Information

George Wilson is currently registered with Principal Advised Services. Principal Advised Services is a registered investment advisor based in Des Moines, IA. They offer portfolio management for individuals and selection of other advisors. The firm manages $569,489,941 in regulatory assets under management, primarily for individuals other than high-net-worth individuals. They also have a wrap fee program.
Principal Advised Services

655 9TH STREET

DES MOINES, IA 50309

$569.49M

Assets Under Management

1,268

Total Clients

144

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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George Wilson’s Registration & Firm History

IA

12/01/2023 - Present

Principal Advised Services (DES MOINES IA)

NC

10/12/2019 - 04/08/2021

WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)

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Licenses & Designations

BOTH

Issued 11/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/11/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/20/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for George Jerome Wilson.
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