Jeremy Fernandez

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 → 09/2019
  Urbandale Community School District
  Urbandale, IA
• 08/2015 → 05/2017
  Norwalk Schools
  Norwalk, IA
• 07/2017 → 09/2019
  Martensdale-St. Marys School District
  Martendsale, IA
• 08/2018 → 09/2019
  Buy Buy Baby
  West Des Moines, IA
• 07/2016 → 01/2017
  Pottery Barn Kids
  West Des Moines, IA
• 08/2018 → 08/2019
  Metlife Investors Distribution Company
  West Des Moines, IA
• 03/2017 → 09/2019
  M & J Consulting, Llc
  Cumming, IA
• 09/2019 → Present
  Principal Securities Inc
  Ames, IA
• 09/2019 → Present
  Principal Life Insurance Company
  Ames, IA
• 07/2023 → Present
  Principal Advised Services
  Ames, IA

Previous Registrations

• 2005-06-02 → 2005-09-06
  Ameriprise Financial Services, Llc
  West Des Moines, IA

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: 130 START DATE: 09/01/2023 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. **EASTERSEALS IOWA POSITION: Caregiver/Landlord NATURE: Caregiver INVESTMENT RELATED: No NUMBER OF HOURS: 62 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2025 ADDRESS: 5320 Clemens Blvd., Ames IA 50014, United States DESCRIPTION: As an employee of Easterseals Iowa, my spouse and I will receive per diem compensation of $214.74 per day. The majority of this amount will be allocated toward the care and support of an adult with special needs residing in our home. This individual manages her own finances and income independently.

Exams

• S66 Uniform Combined State Law Examination
  2023-05-05
• S63 Uniform Securities Agent State Law Examination
  2019-10-07
• S65 Uniform Investment Adviser Law Examination
  2005-05-20

Other Names

• Jeremy Anton Fernandez