Jonathan
Heim
Principal Advised Services
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About this Advisor
Jonathan Heim is a financial advisor based in Charlotte, North Carolina, working with Principal Advised Services. Jonathan has previously held positions at North Henderson High School, Veritas Christian Academy, Autobell Car Wash, Uncc, Parking Management Company, Parking Management Services, Angel Oak Home Loans, Angel Oak Home Loans LLC, Principal Life Insurance Company, Principal Securities Inc, and Principal Advised Services. Jonathan has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Iowa and North Carolina. Currently, Jonathan 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 and offers services including portfolio management for individuals and small businesses, and 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
Jonathan Heim Work History
Principal Advised Services
Principal Life Insurance Company
Principal Securities Inc
Parking Management Services
Angel Oak Home Loans
Angel Oak Home Loans LLC
Parking Management Services
Parking Management Company
Parking Management Company
Uncc
Veritas Christian Academy
Autobell Car Wash
North Henderson High School
Disclosures
Please visit the SEC profile of Jonathan Heim 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
Lake Oswego, OR
Frankfort, IN
Urbandale, IA
Des Moines, IA
Charlotte, NC
Des Moines, IA
Des Moines, IA
Des Moines, IA
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