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Jeremy Fernandez

Principal Advised Services

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About Jeremy Fernandez

Jeremy Fernandez is a financial professional with over 15 years of experience in the industry. Jeremy is currently registered with Principal Advised Services and is a Retirement Consultant. Jeremy previously held positions at MetLife Investors Distribution Company, Ameriprise Financial Services, Inc., IDS Life Insurance Company, Sentra Securities Corporation, SunAmerica Securities, Inc., and Charles Schwab & Co., Inc. Jeremy holds Series 6, 7, 63, 65 and 66 securities licenses.

Firm Information

Jeremy Fernandez 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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Jeremy Fernandez’s Registration & Firm History

IA

07/31/2023 - Present

Principal Advised Services (AMES IA)

IA

09/11/2018 - 09/04/2019

METLIFE INVESTORS DISTRIBUTION COMPANY (WEST DES MOINES IA)

MN

06/01/2005 - 09/06/2005

AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)

MN

06/01/2005 - 09/06/2005

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

AZ

06/25/2003 - 04/08/2004

SENTRA SECURITIES CORPORATION (PHOENIX AZ)

AZ

06/25/2003 - 04/08/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

TX

07/29/1999 - 04/09/2003

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

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Licenses & Designations

BOTH

Issued 05/05/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/07/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/20/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/13/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2018

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/28/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeremy Fernandez.
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