Jack K Bush
Investment Adviser Representative at Principal Advised Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jack K. Bush is an investment adviser representative with Principal Advised Services in Charlotte, NC, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Iowa and North Carolina.
Office
Advisors at this office: 32
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa, North Carolina
- Broker:
51 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Mira Costa High SchoolAug 2016 – Jun 2020Manhattan Beach, CA
- The Coffee Bean and Tea LeafSep 2019 – Jul 2020Manhattan Beach, CA
- Santa Barbara City CollegeSep 2020 – Jun 2022Santa Barbara, CA
- Guaranteed Rate, Inc.Jul 2021 – Dec 2021Chicago, IL
- University of California, Santa BarbaraSep 2022 – Jun 2024Santa Barbara, CA
- Marriott InternationalApr 2023 – May 2024Goleta, CA
- Hudson River Trading, LLCJun 2023 – Aug 2023New York City, NY
- HomemakingJul 2020 – Sep 2020Manhattan Beach, CA
- HomemakingJun 2022 – Sep 2022Santa Barbara, CA
- UnemployedJun 2024 – Jan 2025Cornelius, NC
- Associate StaffingJan 2025 – Apr 2025Charlotte, NC
- Principal Securities, Inc.Jan 2025 – no end date reportedCharlotte, NC
- Grade Potential Tutoring, LLCSep 2022 – Sep 2023San Luis Obispo, CA
- Principal Advised ServicesApr 2025 – no end date reportedCharlotte, NC
- Principal Life Insurance CompanyApr 2025 – no end date reportedCharlotte, NC
- Principal BankJun 2026 – no end date reportedCharlotte, NC
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Principal Advised Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.005
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 224
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Des Moines, IA
- SEC file number:
- 801-114432
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 10, 2026
View full firm profileOther advisors at Principal Advised Services
Showing 12 of 224 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack K Bush has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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