Jacob Miller Bergman

Current Employers

Employment History

• 05/2020 → 11/2020
  Unemployed
  Monticello, IA
• 08/2016 → 05/2020
  University Of Iowa
  Iowa City, IA
• 07/2016 → 07/2018
  Great Jones County Fair
  Monticello, IA
• 05/2017 → 08/2017
  Orbis
  Monticello, IA
• 05/2019 → 12/2019
  Hawk Shop Distribution Center
  Iowa City, IA
• 11/2020 → 11/2021
  Community State Bank
  Des Moines, IA
• 12/2021 → 02/2022
  Associate Staffing
  Charlotte, NC
• 02/2022 → Present
  Principal Securities Inc
  Des Moines, IA
• 02/2022 → Present
  Principal Life Insurance
  Des Moines, IA
• 04/2024 → Present
  Principal Advised Services
  Des Moines, 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: 130 START DATE: 03/14/2022 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: 09/23/2024 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
  2024-05-08
• S63 Uniform Securities Agent State Law Examination
  2022-03-11