Jack Boyland (CRD# 7472280) is an Investment Advisor Representative working at Truist Advisory Services, Inc. in Palm Beach, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Truist Investment Services,inc. | Palm Beach, FL | Jul 2022 - Current | 1 |
| Truist Advisory Services, Inc. | Palm Beach, FL | Jul 2022 - Current | 1 |
| Ubs Financial Services | St. Petersburg, FL | Nov 2021 - Jul 2022 | < 1 |
| Lynora's Inc. | Palm Beach Gardens, FL | Sep 2021 - Nov 2021 | < 1 |
| Unemployed | Dallas, TX | Jun 2021 - Aug 2021 | < 1 |
| Glass Media | Dallas, TX | Sep 2020 - May 2021 | < 1 |
| Southern Methodist University | Dallas, TX | Jan 2020 - May 2021 | 1 |
| Unemployed | Palm Beach, FL | Jul 2019 - Dec 2019 | < 1 |
| Elon University | Elon, NC | Aug 2017 - Jun 2019 | 1 |
| Poxabougue Golf Center | Sagaponack, NY | May 2018 - Aug 2018 | < 1 |
| Unemployed | Palm Beach, FL | Jun 2017 - Aug 2017 | < 1 |
| Benjamin School | North Palm Beach, FL | Aug 2014 - May 2017 | 2 |
| Ross School | East Hampton, NY | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- FL
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Total Assets Under Management61,370MILLIONS
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Total Number of Accounts124,201ACCOUNTS
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Average Account Value$494,117
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Other
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, VI, VT, WA, WI, WV, WY
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