Graham Tarlton Jewell

Current Employers

Employment History

• 11/2023 → 07/2024
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 11/2023 → 07/2024
  Tiaa
  Charlotte, NC
• 12/2022 → 09/2023
  Adhesion Wealth Advisor Solutions
  Charlotte, NC
• 07/2021 → 06/2022
  New American Funding
  Charlotte, NC
• 01/2021 → 07/2021
  Mutual Of Omaha Mortgage
  Charlotte, NC
• 11/2020 → 12/2020
  Intercontinental Capital Group
  Charlotte, NC
• 10/2016 → 07/2020
  Flores & Associates
  Charlotte, NC
• 03/2016 → 10/2016
  Red Ventures
  Ft. Mill, SC
• 10/2023 → 10/2023
  Unemployed
  Charlotte, NC
• 07/2022 → 08/2022
  Unemployed
  Charlotte, NC
• 09/2022 → 12/2022
  Vestmark Inc
  Charlotte, NC
• 08/2020 → 10/2020
  Unemployed
  Charlotte, NC
• 07/2024 → Present
  Associate Staffing
  Charlotte, NC
• 07/2024 → Present
  Principal Securities, Inc.
  Charlotte, NC
• 10/2024 → Present
  Principal Advised Services
  Charlotte, NC

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: 09/30/2024 ADDRESS: 711 High Street, Des Moines IA 50392, United States DESCRIPTION: Investment Adviser Representative of a Registered Investment Adviser that facilitates investment advice to its customers. Compensation is from combined role with Principal on behalf of the Principal Securities, Principal Bank and Principal Advised Services entities. Investment Adviser Representative.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-02
• S63 Uniform Securities Agent State Law Examination
  2024-02-02

Other Names

• Graham T Jewell
• Graham Jewell