Jason Boyd
Jason Boyd is a registered investment advisor at Principal Securities, INC., based in Bakersfield, CA, with 12 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 51,941 clients with $17B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 1.75% |
| $150K - $250K | 1.75% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.20% |
| $1M+ | 1.10% |
Fees are negotiable and collected quarterly in arrears. Schedule reflects the SEI Managed Account Solutions program maximum fees. Other programs utilize promoter fees ranging from 0.07% to 1.50% or asset-based fees up to 1.95%.
Fee Estimator
Location
4900 California Ave, Ste 120B, Bakersfield, CA, 93309
Get directionsHistory
Regulatory History (3)
Judgment / Lien
January 2019Customer Dispute
March 2016Customer Dispute
September 2015Employment History
Current Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Farmers Financial Solutions, LLCBroker
Citigroup Global Markets INC.Broker
LPL Financial LLCBroker
UBS Financial Services INC.Broker
Cuso Financial Services, L.P.Broker
Nylife Securities LLCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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