Justin Lee Boyd

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2013 → Present
  Principal Life Insurance Company
  Concord, CA
• 03/2016 → Present
  Principal Securites Inc
  Concord, CA

Previous Registrations

• 2010-10-01 → 2013-07-11
  U.S. Bancorp Investments, Inc.
  Martinez, CA
  Brentwood, CA
  Concord, CA
  Brentwood, CA
  Discovery Bay, CA
  Antioch, CA
  Dublin, CA
  San Ramon, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Dublin, CA
  Dublin, CA
  Walnut Creek, CA
  Danville, CA
  Lafayette, CA
  San Ramon, CA
  San Ramon, CA
  San Ramon, CA
  Danville, CA
  San Ramon, CA
  San Ramon, CA
  Lafayette, CA
  Concord, CA
  Concord, CA
  San Ramon, CA
  Dublin, CA
  Danville, CA
  Dublin, CA
  San Ramon, CA
  Dublin, CA
  Walnut Creek, CA
  Walnut Creek, CA
  Concord, CA
  Danville, CA
  Oakland, CA
  San Ramon, CA
  Oakland, CA
• 2009-10-23 → 2010-09-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Walnut Creek, CA
• 2006-12-14 → 2009-10-23
  Banc Of America Investment Services, Inc.
  Walnut Creek, CA

Other Businesses

**PRINCIPAL BANK AND PRINCIPAL TRUST COMPANY POSITION: Bank/Trust Officer NATURE: Bank/Credit Union/Financial Institution Arrangement INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 02/22/2022 ADDRESS: 3333 Finley Rd., Downers Grove CA 60515, United States DESCRIPTION: Formally designated a bank officer in order to access information and adequately support/manage Principal retirement plan account relationships across both the insurance/broker-dealer and bank/trust offerings of Principal. **RENTAL PROPERTY POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 09/07/2018 ADDRESS: 1303 S Prospect SE, Grand Rapids MI 49507, United States DESCRIPTION: Owns rental property. Managed by property manager.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-12

Other Names

• Justin Lee Boyd
• Justin Lee Boyd
• Justin Lee Kienstra