Jackson Williams

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

• 06/2024 → 08/2024
  Fenix Pest Control
  Ankeny, IA
• 05/2023 → 08/2023
  Farmer Mac
  Johnston, IA
• 05/2022 → 08/2022
  Doughco Pizza
  Des Moines, IA
• 08/2016 → 05/2020
  Batavia High School
  Batavia, IL
• 08/2020 → 05/2024
  Drake University
  Des Moines, IA
• 05/2017 → 08/2019
  Batavia Park District
  Batavia, IL
• 08/2023 → Present
  Drake University
  Des Moines, IA
• 01/2025 → Present
  Associate Staffing
  Des Moines, IA
• 01/2025 → Present
  Principal Securities, Inc.
  Des Moines, IA
• 04/2025 → Present
  Principal Advised Services
  Clive, IA

Other Businesses

**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: 04/07/2025 ADDRESS: 711 High St, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products. **PRINCIPAL ADVISED SERVICES POSITION: Retirement Consultant NATURE: RIA or IAR outside of PSI INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/07/2025 ADDRESS: 711 High St, 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.

Exams

• S66 Uniform Combined State Law Examination
  2025-03-21