Jacob Boyce, financial advisor Buffalo NY
90 score

Jacob Boyce

CRD Number: 5380066
Current Firm: M&t Securities, Inc.

Jacob Boyce (CRD# 5380066) is an Investment Advisor Representative working at M&t Securities, Inc. in Buffalo, NY and has over 5 years of experience in the finance industry.

Similar Advisors
Steven Elwell, financial advisor Buffalo NY
Steven M. Elwell
CRD# 6041661
Level Financial Advisors, Inc.
Score
103
Similar Advisors
Gregory Ahrens, CFP, ChFC, financial advisor Buffalo NY
Gregory A. Ahrens, CFP, ChFC
CRD# 5386619
Park Avenue Securities LLC
Score
101
Similar Advisors
Joseph Feeley, financial advisor Buffalo NY
Joseph P. Feeley
CRD# 4649710
Linwood Investment Advisors Inc.
Score
101
Company Name Location Dates Years
M&t Securities Rochester, NY May 2016 - Current < 1
American Portfolios Financial Services, Inc. Holbrook, NY Oct 2014 - May 2016 1
Axa Advisors, LLC New York, NY Nov 2012 - Oct 2014 1
Bank Of America, N.a. Buffalo, NY Nov 2011 - Oct 2012 < 1
Merrill Lynch Pierce, Fenner &amp; Smith, Inc. Buffalo, NY Apr 2011 - Oct 2012 1
Chase Bank New York, Canandaigua, NY Oct 2010 - Apr 2011 < 1
Wells Fargo Financial Rochester, NY Oct 2009 - Oct 2010 1
Wilmorite Managment Rochester, NY Jun 2009 - Sep 2009 < 1
Student Vestal, NY Aug 2008 - May 2009 < 1
Camp Stella Maris Livonia, NY Jun 2007 - Aug 2008 1
Student Vestal, NY Aug 2007 - May 2008 < 1
Student Vestal, NY Aug 2006 - May 2007 < 1
Rbc Capital Markets New York, NY May 2006 - Aug 2006 < 1
Lifetime Health Rochester, NY May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Jacob Boyce
Phone Number: 716-651-4783
Firm Website: https://www.mtb.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Other
Types of Clients
Registered States

AZ, CA, CT, DC, DE, FL, GA, MA, MD, NC, NJ, NY, OH, TN, TX, VA, WV

Ready to hire a financial advisor? Get competitive proposals from Jacob Boyce and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.