Jeremy Munter

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → 10/2016
  Principal Securities Inc
  Des Moines, IA
• 02/2014 → 10/2016
  Principal Funds Distributor, Inc.
  El Dorado Hills, CA
• 10/2016 → 08/2017
  Rsm Us Wealth Management Llc
  Des Moines, IA
• 09/2017 → 06/2024
  Principal Life Insurance Company
  Des Moines, IA
• 09/2017 → Present
  Principal Securities, Inc.
  Des Moines, IA
• 09/2019 → Present
  Principal Funds Distributor, Inc.
  Des Moines, IA
• 09/2019 → Present
  Principal Asset Management
  Des Moines, IA

Previous Registrations

• 2017-09-20 → 2019-09-30
  Principal Securities, Inc.
  Des Moines, IA
• 2017-01-20 → 2017-09-05
  Choreo, Llc
  Des Moines, IA

Other Businesses

Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, Inc and its affiliates.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-01-20
• S63 Uniform Securities Agent State Law Examination
  2004-05-24

Other Names

• Jeremy Mathias Munter
• Jeremy Mathia Munter