Best Investors Account Sign in
Claim This Profile
Current Employers
Principal Securities, Inc.

711 High Street, Des Moines, IA 50392 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-18
TX RA APPROVED 2025-03-18
  • NC RA
    APPROVED
    Since 2025-03-18
  • TX RA
    APPROVED
    Since 2025-03-18

Branch Locations

4141 Parklake Ave Ste 450, Raleigh, NC 27612 • 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
Survios Raleigh NC 04/2023 05/2023
Unemployed Raleigh NC 02/2023 04/2023
Survios Los Angeles CA 01/2022 02/2023
Sonosa Los Angeles CA 06/2020 01/2022
Pcb Productions Los Angeles CA 05/2019 01/2022
Self Employed Los Angeles CA 05/2017 01/2020
Digital Hearts, Usa Los Angeles CA 07/2017 01/2018
Sonic Fuel Studios Los Angeles CA 04/2017 06/2017
University North Carolina School Of The Arts Winston-Salem NC 08/2015 05/2017
Thrivent Investment Management Inc Raleigh NC 04/2023 03/2025
Thrivent Financial Appleton WI 05/2023 11/2023
Thrivent Financial Appleton WI 11/2023 03/2025
Principal Securities Inc Raleigh NC 03/2025 Present
Principal Securities Raleigh NC 03/2025 Present
  • 04/2023 → 05/2023
    Survios
    Raleigh, NC
  • 02/2023 → 04/2023
    Unemployed
    Raleigh, NC
  • 01/2022 → 02/2023
    Survios
    Los Angeles, CA
  • 06/2020 → 01/2022
    Sonosa
    Los Angeles, CA
  • 05/2019 → 01/2022
    Pcb Productions
    Los Angeles, CA
  • 05/2017 → 01/2020
    Self Employed
    Los Angeles, CA
  • 07/2017 → 01/2018
    Digital Hearts, Usa
    Los Angeles, CA
  • 04/2017 → 06/2017
    Sonic Fuel Studios
    Los Angeles, CA
  • 08/2015 → 05/2017
    University North Carolina School Of The Arts
    Winston-Salem, NC
  • 04/2023 → 03/2025
    Raleigh, NC
  • 05/2023 → 11/2023
    Thrivent Financial
    Appleton, WI
  • 11/2023 → 03/2025
    Thrivent Financial
    Appleton, WI
  • 03/2025 → Present
    Raleigh, NC
  • 03/2025 → Present
    Principal Securities
    Raleigh, NC
Previous Registrations
Other Businesses

**INSURANCE POSITION: Jason Obermeier NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 03/17/2025 ADDRESS: 4141 Parklake Avenue, Suite 450, Raleigh NC 27612, United States DESCRIPTION: Sales and service of fixed life, fixed annuities, DI, LTC, health, and group benefits. **JASON OBERMEIER POSITION: Composer Royalties NATURE: Royalty Earnings INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2024 ADDRESS: 3918 Massey Run, Raleigh NC 27616, United States DESCRIPTION: Jason Obermeier previously worked as a composer for film and television and continues to receive royalty payments for music composed and published in the past. This activity is passive in nature and does not involve any ongoing time commitment or business operations. **JASON OBERMEIER POSITION: Real Estate Sales NATURE: Real Estate Sales/Broker INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 04/19/2022 ADDRESS: 3918 Massey Run, Raleigh NC 27616, United States DESCRIPTION: Jason Obermeier is engaged in a passive real estate business involving the purchase and resale or rental of vacant land and/or real property. This activity requires no more than five hours per week and is conducted outside of investment advisory hours. Jason Obermeier does not hold a real estate license and does not act as a broker or agent. **JASON OBERMEIER (SELF) POSITION: Passive Investor NATURE: Investor (LLC, LP, REIT) INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 05/22/2026 ADDRESS: 3918 Massey Run, Raleigh NC 27616, United States DESCRIPTION: Passive personal investments in private placements, crowdfunding opportunities, and other alternative investments where I serve solely as a passive investor and not as an owner, operator, or manager. These activities are separate from my securities business and do not present a conflict of interest. No clients or prospects are solicited, referred, or involved.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-03
  • S66 Uniform Combined State Law Examination
    2023-07-03
Other Names
  • Jason Paul Obermeier
  • Jason Obermeier

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Raleigh, NC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor