Jonathan Boyd, financial advisor Bluffton SC
90 score

Jonathan Boyd

CRD Number: 5969685
Current Firm: Intervest International, Inc.

Jonathan Boyd (CRD# 5969685) is an Investment Advisor Representative working at Intervest International, Inc. in Bluffton, SC and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Intervest International Equities Corp Colorado Springs, CO Aug 2011 - Current 5
Cisco Systems San Jose, CA Apr 2000 - Aug 2011 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Jonathan H. Boyd
Phone Number: 719-592-9299
Registered State(s):
  • CA
  • SC
  • WA
  • CO
  • FL
  • LA
  • MD
  • MA
  • WV
  • NE
  • NH
  • VA
By the Numbers
  • Total Assets Under Management
    541
    MILLIONS
  • Total Number of Accounts
    518
    ACCOUNTS
  • Average Account Value
    $1,045,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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