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Jaclynn Kay Bannister

Principal Advised Services

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About Jaclynn Kay Bannister

Jaclynn Bannister is a financial professional with over 12 years of experience in the industry. Jaclynn has a Series 7, Series 63, and Series 66 license, and the SIE exam. Jaclynn currently works for Principal Advised Services, a large firm with a focus on providing financial planning and investment management services for individuals. Prior to her current role, Jaclynn worked for several other notable firms including RBC Capital Markets, LLC, ING Financial Partners, Inc., and Wells Fargo Advisors, LLC. Jaclynn is registered to provide financial advice in all 50 states.

Firm Information

Jaclynn Bannister 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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Jaclynn Bannister’s Registration & Firm History

IA

07/05/2024 - Present

Principal Advised Services (WAUKEE IA)

IA

08/29/2012 - 10/27/2023

RBC CAPITAL MARKETS, LLC (CLIVE IA)

IA

06/01/2012 - 08/28/2012

ING FINANCIAL PARTNERS, INC. (DES MOINES IA)

IA

06/29/2010 - 05/22/2012

WELLS FARGO ADVISORS, LLC (WEST DES MOINES IA)

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Licenses & Designations

BOTH

Issued 07/05/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/15/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jaclynn Kay Bannister.
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