Jonathan Gregory Dahl

Employer firm

Principal Advised Services CRD 297324

$1.42B regulatory AUM 16,537 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2019 → 12/2022
  Td Ameritrade
  Tampa, FL
• 05/2019 → 11/2019
  Big Daddy's Edwardsville
  Edwardsville, IL
• 01/2019 → 05/2019
  Siue
  Edwardsville, IL
• 12/2018 → 01/2019
  Xpac
  Milan, IL
• 08/2018 → 12/2018
  Siue
  Edwardsville, IL
• 05/2018 → 08/2018
  Xpac
  Milan, IL
• 01/2018 → 05/2018
  Siue
  Edwardsville, IL
• 12/2017 → 01/2018
  Xpac
  Milan, IL
• 08/2017 → 12/2017
  Siue
  Edwardsville, IL
• 05/2017 → 07/2017
  Xpac
  Milan, IL
• 01/2017 → 05/2017
  Siue
  Edwardsville, IL
• 12/2016 → 01/2017
  Xpac
  Milan, IL
• 08/2016 → 12/2016
  Siue
  Edwardsville, IL
• 12/2022 → 01/2024
  Charles Schwab And Co., Inc.
  Tampa, FL
• 11/2023 → 01/2024
  Charles Schwab Bank, Ssb
  Tampa, FL
• 05/2024 → Present
  Principal Securities, Inc.
  Tampa, FL
• 01/2024 → 04/2024
  Unemployed
  Tampa, FL
• 06/2024 → Present
  Principal Life Insurance
  Tampa, FL
• 08/2024 → Present
  Principal Advised Services
  Tampa, FL

Previous Registrations

• 2022-05-09 → 2024-01-10
  Charles Schwab & Co., Inc.
  Tampa, FL
  St. Petersburg, FL
  Tampa, FL
• 2021-09-28 → 2023-09-07
  Td Ameritrade Investment Management, Llc
  Tampa, FL
  Tampa, FL
• 2021-09-24 → 2022-10-14
  Td Ameritrade, Inc.
  Tampa, FL
  St. Louis, MO
  St. Louis, MO
  Tampa, FL
  Tampa, FL

Other Businesses

***PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/23/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: As a Principal Advised Services IAR, I offer one-on-one investment advice to Principal retirement plan participants when eligible for a distribution at benefit event. The investment advice is a recommendation as to which of the retirement plan participant's four distribution options is in their best interest. ***PRINCIPAL BANK POSITION: AVP - Advice, Education & Sales NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/06/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-22
• S63 Uniform Securities Agent State Law Examination
  2020-06-02

Other Names

• Jonathan Gregory Dahl
• Jonathan Dahl