Jake
Gregory
Principal Advised Services
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About this Advisor
Jake Gregory is a financial advisor based in Charlotte, North Carolina, working with Principal Advised Services. Jake has previously held positions at East Rowan High School, Unc Wilmington, Country Club Of Landfall, Associate Staffing, Principal Securities Inc, and Principal Life Insurance. Jake has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Iowa and North Carolina. Currently, Jake is part of Principal Advised Services, which operates out of Charlotte, North Carolina. The firm has 46 offices and 140 employees. The firm manages assets totaling $569.5 million. The services offered by the firm include portfolio management for individuals and small businesses and the selection of other advisers. The fee structure at Principal Advised Services includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Principal Advised Services Brokerage Details
$569,489,941
140
11,801
$48,258
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jake Gregory Work History
Principal Life Insurance
Principal Securities Inc
Associate Staffing
Unc Wilmington
Country Club Of Landfall
Unc Wilmington
East Rowan High School
Disclosures
Please visit the SEC profile of Jake Gregory 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 Advised Services
Urbandale, IA
Des Moines, IA
Des Moines, IA
Charlotte, NC
Lake Oswego, OR
Des Moines, IA
Des Moines, IA
Frankfort, IN
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.
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