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Jerrica Selina Melvina John

Principal Advised Services

Charlotte, NC

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Current Employers
Principal Advised Services

655 9Th Street, Des Moines, IA 50309 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2024-09-24
IA RA APPROVED 2024-05-14
NC RA APPROVED 2024-05-14
  • SC RA
    APPROVED
    Since 2024-09-24
  • IA RA
    APPROVED
    Since 2024-05-14
  • NC RA
    APPROVED
    Since 2024-05-14

Branch Locations

401 Mccullough Dr Ste 200, Charlotte, NC 28262 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Carpet To Go Charlotte NC 06/2016 11/2017
American Home Title Charlotte NC 11/2017 02/2018
Office Team/Robert Half Charlotte NC 03/2018 05/2018
Southend Home Improvement Charlotte NC 05/2018 07/2018
Officeteam/Robert Half Charlotte NC 08/2018 09/2019
Costner Law Office Charlotte NC 09/2019 01/2020
Office Team/Robert Half Charlotte NC 02/2020 03/2020
Unemployed Rock Hill SC 03/2020 09/2020
Office Team/Robert Half Charlotte NC 09/2020 10/2020
Allen Tate Mortgage Partners Charlotte NC 11/2020 09/2022
Associate Staffing Charlotte NC 11/2022 04/2023
Principal Securities Charlotte NC 01/2023 Present
Unemployed Charlotte NC 10/2022 11/2022
Principal Advised Services Charlotte NC 04/2024 Present
  • 06/2016 → 11/2017
    Carpet To Go
    Charlotte, NC
  • 11/2017 → 02/2018
    American Home Title
    Charlotte, NC
  • 03/2018 → 05/2018
    Office Team/Robert Half
    Charlotte, NC
  • 05/2018 → 07/2018
    Southend Home Improvement
    Charlotte, NC
  • 08/2018 → 09/2019
    Officeteam/Robert Half
    Charlotte, NC
  • 09/2019 → 01/2020
    Costner Law Office
    Charlotte, NC
  • 02/2020 → 03/2020
    Office Team/Robert Half
    Charlotte, NC
  • 03/2020 → 09/2020
    Unemployed
    Rock Hill, SC
  • 09/2020 → 10/2020
    Office Team/Robert Half
    Charlotte, NC
  • 11/2020 → 09/2022
    Allen Tate Mortgage Partners
    Charlotte, NC
  • 11/2022 → 04/2023
    Associate Staffing
    Charlotte, NC
  • 01/2023 → Present
    Principal Securities
    Charlotte, NC
  • 10/2022 → 11/2022
    Unemployed
    Charlotte, NC
  • 04/2024 → Present
    Charlotte, NC
Other Businesses

**JUKE PROPERTIES, LLC POSITION: Managing Director NATURE: Real Estate Rental Income INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 11/13/2022 ADDRESS: 2328 Brookview Ct., Rock Hill SC 29732, United States DESCRIPTION: I am the sole owner/operator of Juke Properties, LLC which is a Real Estates business I started in the Fall 2022. My official title is Managing Director. It is a, rental/investment properties business. The business involves buying investment properties, renovating them, and either selling them for a profit or renting them to tenants for rental income. **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: 04/24/2023 ADDRESS: 401 McCullough Dr., Charlotte NC 28262, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-14
S63 Uniform Securities Agent State Law Examination 2023-04-05
  • S66 Uniform Combined State Law Examination
    2024-05-14
  • S63 Uniform Securities Agent State Law Examination
    2023-04-05
Other Names
  • Jerrica John

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