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Jerrica Selina melvina John

Principal Advised Services

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About Jerrica Selina melvina John

Jerrica John is a registered representative with Principal Advised Services. Jerrica has been in the financial services industry since January 2023 and is registered in 51 states and 2 districts. Jerrica is a Series 7, Series 63, and Series 66 licensed advisor. Jerrica is a financial advisor who specializes in financial planning and portfolio management. Jerrica also works with Principal Bank as an AVP of Advice, Education & Sales. Jerrica has a passion for helping clients achieve their financial goals. Jerrica is committed to providing her clients with personalized service and a comprehensive approach to financial planning. Jerrica is also the Managing Director of Juke Properties, LLC, a real estate rental business.

Firm Information

Jerrica John 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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Jerrica John’s Registration & Firm History

NC

09/24/2024 - Present

Principal Advised Services (Charlotte NC)

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Licenses & Designations

BOTH

Issued 05/14/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/05/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/27/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jerrica Selina melvina John.
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