Jonathan Joseph Heim

Current Employers

Employment History

• 08/2016 → 12/2020
  Uncc
  Charlotte, NC
• 05/2017 → 09/2019
  Parking Management Company
  Charlotte, NC
• 09/2019 → 03/2020
  Parking Management Company
  Charlotte, NC
• 03/2021 → 08/2021
  Unemployed
  Na, XX
• 08/2020 → 04/2021
  Parking Management Services
  Charlotte, NC
• 03/2021 → 08/2021
  Angel Oak Home Loans
  Charlotte, NC
• 08/2021 → 03/2022
  Angel Oak Home Loans Llc
  Charlotte, NC
• 02/2022 → 04/2022
  Parking Management Services
  Charlotte, NC
• 03/2022 → Present
  Principal Life Insurance Company
  Charlotte, NC
• 05/2022 → Present
  Principal Securities Inc
  Charlotte, NC
• 10/2023 → Present
  Principal Advised Services
  Charlotte, NC

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: 401 McCullough Dr, Charlotte NC 28262, 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: 05/29/2022 ADDRESS: 401 McCullough Dr, Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-05
• S63 Uniform Securities Agent State Law Examination
  2022-06-03

Other Names

• Johnny Joseph Heim