Jake Allen Gregory

Current Employers

Employment History

• 06/2012 → 06/2017
  East Rowan High School
  Salisbury, NC
• 06/2017 → 06/2020
  Unc Wilmington
  Wilmington, NC
• 06/2020 → 06/2021
  Country Club Of Landfall
  Wilmington, NC
• 06/2021 → 06/2022
  Unc Wilmington
  Wilmington, NC
• 06/2022 → 08/2023
  Associate Staffing
  Charlotte, NC
• 08/2022 → Present
  Principal Securities Inc
  Charlotte, NC
• 08/2023 → Present
  Principal Life Insurance
  Charlotte, NC
• 01/2024 → Present
  Principal Advised Services
  Charlotte, NC

Other Businesses

**N/A POSITION: eBay seller NATURE: eBay Sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 01/24/2023 ADDRESS: 5650 U.S. Highway 52, Salisbury NC 28146, United States DESCRIPTION: I would not have a title necessarily, I just post things on eBay for sale. I buy Amazon items that were either returned or damaged box and then resale on eBay. I did this in college to help pay off my student loans and was going to see if I could start doing it again on the weekends to further pay off those student loans. I especially would like to pay them off now that while interest rates are 0. I would just be listing products on the weekends so it would not interfere with my working hours here at Principal. **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: 01/29/2024 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: 09/21/2021 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
  2023-09-22
• S63 Uniform Securities Agent State Law Examination
  2022-10-10

Other Names

• Jake Gregory