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Jeremiah Scott Cole

Principal Advised Services

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About Jeremiah Scott Cole

Jeremiah Scott Cole is a registered representative with Principal Advised Services. Jeremiah has been in the industry since 2004 and is licensed to provide investment advice in 51 states. Jeremiah is a Series 6, 7 and 66 licensed professional. In addition to being registered in Iowa, Jeremiah has an active investment advisor registration in Nebraska. Jeremiah has experience providing investment advice to both individuals and high-net-worth clients. Jeremiah is also a licensed real estate professional with experience in property rental.

Firm Information

Jeremiah Cole 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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Jeremiah Cole’s Registration & Firm History

IA

05/31/2024 - Present

Principal Advised Services (DES MOINES IA)

NE

10/21/2004 - 12/31/2006

PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)

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Licenses & Designations

BOTH

Issued 05/30/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/25/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/25/2005

Series 7 - General Securities Representative Examination

BC

Issued 10/20/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremiah Scott Cole.
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