Jeremy Fernandez (CRD# 3195126) is an Investment Advisor Representative working at Principal Advised Services in Ames, IA and has over 18 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4420604
Global Retirement Partners LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Advised Services | Ames, IA | Jul 2023 - Current | < 1 |
| Principal Securities Inc. | Buckeye, AZ | Sep 2019 - Current | 4 |
| Principal Life Insurance Company | Buckeye, AZ | Sep 2019 - Current | 4 |
| Buy Buy Baby | West Des Moines, IA | Aug 2018 - Sep 2019 | 1 |
| Martensdale-st. Marys School District | Martendsale, IA | Jul 2017 - Sep 2019 | 2 |
| M & J Consulting, LLC | Cumming, IA | Mar 2017 - Sep 2019 | 2 |
| Urbandale Community School District | Urbandale, IA | Aug 2008 - Sep 2019 | 11 |
| Metlife Investors Distribution Company | West Des Moines, IA | Aug 2018 - Aug 2019 | 1 |
| Norwalk Schools | Norwalk, IA | Aug 2015 - May 2017 | 1 |
| Pottery Barn Kids | West Des Moines, IA | Jul 2016 - Jan 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
| S63 | Uniform Securities State Law Examination | Oct 2019 |
| S66 | NASAA Uniform Combined State Law Examination | May 2023 |
- IA
-
Total Assets Under Management569MILLIONS
-
Total Number of Accounts11,801ACCOUNTS
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Average Account Value$48,258
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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