Adonis Jvon Roberson

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

• 08/2008 → 05/2018
  Interlake High School
  Bellevue, WA
• 08/2014 → 06/2018
  Virginia State University
  Petersburg, VA
• 09/2018 → 07/2019
  Wells Fargo
  Charlotte, NC
• 07/2019 → 09/2019
  Planet Mitsubishi
  Charlotte, NC
• 09/2019 → 07/2021
  Gohealth
  Charlotte, NC
• 08/2021 → 09/2021
  Amazon
  Charlotte, NC
• 09/2021 → 06/2022
  Amazon
  Pineville, NC
• 06/2022 → 07/2022
  Associate Staffing
  Charlotte, NC
• 06/2022 → Present
  Principal Life Insurance Company
  Villa Rica, GA
• 08/2022 → Present
  Principal, Securities Inc.
  Villa Rica, GA
• 04/2024 → Present
  Principal Advised Services
  Villa Rica, GA

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: 01/13/2024 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: 160 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

• S65 Uniform Investment Adviser Law Examination
  2024-05-28
• S63 Uniform Securities Agent State Law Examination
  2023-12-04

Other Names

• Adonis Roberson