Jennifer
Graves
Principal Asset Management
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About this Advisor
Jennifer Graves is a financial advisor operating out of Charlotte, North Carolina who has 1 year of industry experience. Graves currently works for Principal Asset Management. Graves has gained experience at First Citizens Investor Services, Inc, First Citizens Bank, Wells Fargo, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, N.A, Jpmorgan Chase Bank, N.A, J.P. Morgan Securities LLC and Principal Funds Distributor. Graves has Series 63 and Series 66 licenses, certifying them as a securities representative, and is approved to work in North Carolina. Principal Asset Management is a registered investment company that has its headquarters in Des Moines, IA. The investment advisory business has offices in 23 locations and a total of 1,925 financial advisors. It administers $279 billion in assets across its 13,656 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 500 charitable organizations. Of its 13,656 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets. Principal Asset Management performs a number of services, including 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. A financial advisor's fee schedules usually are based on which services are provided. Fees charged by Principal Asset Management can be comprised of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Principal Asset Management Brokerage Details
$279,108,496,692
1,925
13,656
$20,438,525
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
Jennifer Graves Work History
Jennifer has been registered as a financial advisor for 1 years.*
Principal Funds Distributor
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, N.A
First Citizens Investor Services, Inc
First Citizens Bank
Wells Fargo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jennifer Graves 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
Folsom, CA
Des Moines, IA
Austin, TX
Overland Park, KS
Des Moines, IA
Des Moines, IA
Des Moines, IA
Des Moines, IA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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