Jonathan
Apsley

Principal Asset Management

CRD#2786696
Investment Advisor
in Yuba City, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Jonathan Apsley is a financial advisor based in Yuba City, California, working with Principal Asset Management. Jonathan has previously held positions at Wm Funds Distributor, Inc, Principal Funds Distributor, Inc, and Principal Asset Management. Jonathan has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Jonathan is part of Principal Asset Management, which operates out of Yuba City, California. The firm has 19 offices and 1,955 employees. The firm manages assets totaling $377.2 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Principal Asset Management includes asset-based, fixed, performance-based, and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

Yuba City, CA

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Principal Asset Management Brokerage Details

Total Assets Under Management

$377,222,976,882

CA Average: $9,259,360,772
Total Number of Employees

1,955

CA Average: 166
Total Number of Accounts

6,824

CA Average: 7,189
Average Account Size

$55,278,865

CA Average: $1,287,990

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Jonathan Apsley Work History

2021 - Present (3 years)

Principal Asset Management

2001 - Present (23 years)

Wm Funds Distributor, Inc

2001 - Present (23 years)

Principal Funds Distributor, Inc

Disclosures

Please visit the SEC profile of Jonathan Apsley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Principal Asset Management

Tyler Dubay
Alpharetta, GA
Hunter Foubert
Des Moines, IA
Samantha Kintzle
Des Moines, IA
Kyle Porter
Folsom, CA
Matthew Quick
Des Moines, IA
Dejha Krajcar
Lambertville, MI
Edward Kakenmaster
Chicago, IL
Juliana Thomas
Des Moines, IA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started