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Jack K Bush

Principal Advised Services

Charlotte, NC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-04-15
NC RA APPROVED 2025-04-15
  • IA RA
    APPROVED
    Since 2025-04-15
  • NC RA
    APPROVED
    Since 2025-04-15

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mira Costa High School Manhattan Beach CA 08/2016 06/2020
The Coffee Bean And Tea Leaf Manhattan Beach CA 09/2019 07/2020
Santa Barbara City College Santa Barbara CA 09/2020 06/2022
Guaranteed Rate, Inc. Chicago IL 07/2021 12/2021
University Of California, Santa Barbara Santa Barbara CA 09/2022 06/2024
Marriott International Goleta CA 04/2023 05/2024
Hudson River Trading, Llc New York City NY 06/2023 08/2023
Homemaking Manhattan Beach CA 07/2020 09/2020
Homemaking Santa Barbara CA 06/2022 09/2022
Unemployed Cornelius NC 06/2024 01/2025
Associate Staffing Charlotte NC 01/2025 04/2025
Principal Securities, Inc. Charlotte NC 01/2025 Present
Grade Potential Tutoring, Llc San Luis Obispo CA 09/2022 09/2023
Principal Advised Services Charlotte NC 04/2025 Present
Principal Life Insurance Company Charlotte NC 04/2025 Present
Principal Bank Charlotte NC 06/2026 Present
  • 08/2016 → 06/2020
    Mira Costa High School
    Manhattan Beach, CA
  • 09/2019 → 07/2020
    The Coffee Bean And Tea Leaf
    Manhattan Beach, CA
  • 09/2020 → 06/2022
    Santa Barbara City College
    Santa Barbara, CA
  • 07/2021 → 12/2021
    Guaranteed Rate, Inc.
    Chicago, IL
  • 09/2022 → 06/2024
    University Of California, Santa Barbara
    Santa Barbara, CA
  • 04/2023 → 05/2024
    Marriott International
    Goleta, CA
  • 06/2023 → 08/2023
    Hudson River Trading, Llc
    New York City, NY
  • 07/2020 → 09/2020
    Homemaking
    Manhattan Beach, CA
  • 06/2022 → 09/2022
    Homemaking
    Santa Barbara, CA
  • 06/2024 → 01/2025
    Unemployed
    Cornelius, NC
  • 01/2025 → 04/2025
    Associate Staffing
    Charlotte, NC
  • 01/2025 → Present
    Principal Securities, Inc.
    Charlotte, NC
  • 09/2022 → 09/2023
    Grade Potential Tutoring, Llc
    San Luis Obispo, CA
  • 04/2025 → Present
    Principal Advised Services
    Charlotte, NC
  • 04/2025 → Present
    Principal Life Insurance Company
    Charlotte, NC
  • 06/2026 → Present
    Principal Bank
    Charlotte , NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-22
  • S66 Uniform Combined State Law Examination
    2025-03-22
Other Names
  • Jack Bush
  • Jack Kenneth Bush

View on SEC IAPD

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FIRST TRYON ADVISORS · CHARLOTTE, NC
MUIRFIELD WEALTH ADVISORS LLC · CHARLOTTE, NC
MAI CAPITAL MANAGEMENT, LLC · Charlotte, NC
LPL FINANCIAL LLC · CHARLOTTE, NC
ARKADIOS WEALTH ADVISORS · Charlotte, NC
MODERA WEALTH MANAGEMENT, LLC · CHARLOTTE, NC
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