Jeffrey Alan Trier

Employer firm

Principal Asset Management CRD 109002

$428B regulatory AUM 137 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2001 → 06/2024
  Principal Life Insurance Co
  Des Moines, IA
• 09/2019 → Present
  Principal Funds Distributor
  Des Moines, IA
• 10/2019 → Present
  Principal Asset Management
  Des Moines, IA
• 03/2016 → Present
  Principal Securities Inc
  Des Moines, IA

Previous Registrations

• 2016-11-18 → 2019-10-03
  Principal Securities, Inc.
  Des Moines, IA
  Des Moines, IA
  Medora, ND

Other Businesses

Access/supervised person of Principal Global Investors, LLC and will perform certain functions for Principal Global Investors, LLC and its affiliates.

Designations

• Chartered Financial Consultant