Jonathan Boyd, financial advisor Bluffton SC
93 score

Jonathan Boyd

CRD Number: 5969685
Current Firm: Blackwell Boyd Wealth Management

Jonathan Boyd (CRD# 5969685) is an Investment Advisor Representative working at Blackwell Boyd Wealth Management in Bluffton, SC and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Live Oak Management Group, LLC Bluffton, SC Aug 2017 - Current < 1
Intervest International Equities Corp Colorado Springs, CO Aug 2011 - Aug 2017 6
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: 843-706-9994
Registered State(s):
  • CA
  • LA
  • WV
  • FL
  • SC
  • VA
  • TX
Current Firm Details
Blackwell Boyd Wealth Management
Firm's CRD Number: 287840
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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

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