Jason Boyd
Investment adviser representative at Principal Securities, Inc.
10 yearsExperience
1 stateRegistered in
$17BFirm assets
28 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Principal Securities, Inc.May 2025 to now
- Principal LifeMay 2025 to now
- Northwestern Mutual Wealth Management CompanyMay 2025 to May 2025
- Northwestern Mutual Investment Services, LLCMar 2025 to May 2025
- Northwestern Mutual Life Insurance CompanyMar 2025 to May 2025
- Allstate InsuranceJul 2024 to Feb 2025
- Farmers Financial SolutionsDec 2015 to Dec 2019
- Farmers InsuranceJan 2015 to Jul 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Principal Securities, Inc.
$17BAssets managed
51,941Clients
1,464Advisers
28 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4990428
- Firm CRD
- 1137