Jason Boyd
Senior Financial Professional, Principal Securities Registered Representative
- Role
- Senior Financial Professional - Registered Representative at Principal Financial Group
- Location
- Bakersfield, CA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Jason Boyd
With over two decades of experience in the financial services and insurance industry…
Experience
Senior Financial Professional - Registered Representative
Jun 2025 — Present
Education
Taft College
Associates, Finance
1996 — 1998
California State University-San Bernardino
Bachelor of Business Administration - BBA, Economics
1998 — 2000
Skills
- Wealth Management
- Investments
- Retirement Planning
- Series 7
- Series 63
- Asset Allocation
- Mutual Funds
- Finance
- Alternative Investments
- Portfolio Management
- Securities
- Life Insurance
- Wealth Accumulation
- Strategic Financial Planning
- Estate Planning
- Series 6
- Insurance
- Fixed Annuities
- Investment Advisory
- 401k
- Long-Term Care
- Iras
- Wealth Management Services
- Wealth
- Retirement
- Financial Advisory
- Financial Planning
- Financial Analysis
- Asset Management
- Etfs
- 401k Rollovers
- Loans
- Banking
- Investment Strategies
- Disability Insurance
- Equities
- Series 65
- Separately Managed Accounts
- Finra
- Fixed Income
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