Bakersfield, CA California Ave Office

Jason Boyd is a financial advisor with Principal Financial Services in Bakersfield, CA, holding Series 63 and Series 66 licenses and 12 years of industry experience. His previous work includes roles at Northwestern Mutual and Farmers Insurance. He also maintains a financial representative role involving life, disability, and long-term care insurance, as well as annuities. Principal Securities offers brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and charitable organizations. The firm provides financial planning, retirement consulting, and access to third-party money manager programs under various advisory and promoter arrangements.

Cutter Amos is a financial advisor with Principal Financial Services, holding a Series 66 designation and 10 years of industry experience. His career includes roles at True Legacy Financial & Insurance Services, Principal Life Insurance Co., The Prudential Insurance Company of America, Sagepoint Financial, JP Morgan Securities, and Edward Jones. He is involved in the sales and service of fixed life insurance products, including fixed annuities, disability insurance, long-term care, and group benefits. Principal Securities provides brokerage and registered investment advisory services to a diverse client base ranging from individual investors to corporate and charitable entities. The firm offers financial planning, retirement plan consulting, and access to third-party money manager solutions, implementing investment strategies primarily on a discretionary basis through these managers.

Janet Elliott is a financial advisor with Principal Financial Services, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has been associated with Principal Life Insurance Company and Principal Securities Inc. since 2006. In addition to her advisory role, she also sells and services individual and group health insurance through various carriers. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rupert Gregorio is a financial advisor with Principal Financial Services in Bakersfield, CA, holding a Series 66 designation and over 25 years of industry experience. He has worked at Principal Securities Inc. since 2017 and previously held roles at Principal Life Insurance Company and Unionbanc Investment Services. Gregorio is also a co-owner of En8 Digital, Inc., a business unrelated to investments. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, estates, charitable organizations, corporations, and active-duty U.S. military personnel abroad. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Renante Cadiz is a financial advisor with Principal Financial Services, holding a Series 66 designation and seven years of industry experience. He has worked at Principal Securities Incorporated and Principal Life Insurance Company since 2019, following seven years of self-employment. Outside of his advisory role, Cadiz serves as a board member and head deacon of the Church of Christ (Iglesia Ni Cristo) in Bakersfield, CA. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers financial planning, retirement plan consulting, and access to third-party money manager programs through advisory and promoter arrangements.