Jonathan Taylor Helak

Current Employers

Employment History

• 08/2021 → 06/2024
  U.S. Bank
  West Des Moines, IA
• 06/2024 → 10/2024
  Associate Staffing
  Charlote, NC
• 05/2021 → 08/2021
  Unemployed
  West Des Moines, IA
• 05/2020 → 05/2021
  Homemakers Furniture
  Urbandale, IA
• 01/2020 → 04/2020
  United States Airforce
  San Antonio-Lockland, TX
• 09/2018 → 01/2020
  Chick-Fil-A
  West Des Moines, IA
• 10/2015 → 09/2018
  Pier 1 Imports
  West Des Moines, IA
• 09/2012 → 05/2017
  Iowa State University
  Ames, IA
• 06/2024 → Present
  Principal Securities, Inc.
  Des Moines, IA
• 10/2024 → 06/2026
  Principal Advised Services
  Des Moines, IA
• 10/2024 → Present
  Principal Life Insurance Company
  Des Moines, IA

Previous Registrations

• 2024-10-22 → 2026-06-30
  Principal Advised Services
  Des Moines, IA
  W 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: 09/30/2024 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. PRINCIPAL BANK POSITION: Retirement Consultant NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 09/30/2024 ADDRESS: 711 High St, Des Moines IA 50392, United States DESCRIPTION: Principal role includes accountability for sales of bank deposit products.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-27

Other Names

• Jonathan Taylor Helak
• Jon Helak
• Jonathan Helak