Jack P. Boyd
Investment Adviser Representative · Austin, TX
Jack started at the firm in 2019 while he was a student at Bryant University and joined full time after graduating in 2023. He works directly with clients on their investments and plans, and he works with clients in Texas from the firm’s Austin office.
Jack earned a bachelor’s degree in business administration from Bryant University, majoring in finance. He earned his Series 65 license in 2025 and is registered as an investment adviser representative.
Jack is also a licensed insurance professional. Insurance is offered separately from our advisory services, and Jack is paid commissions on insurance he sells. Our Form ADV explains this in detail.
At a glance
- With the firm since 2019
- Series 65 (2025), investment adviser representative
- BS in Business Administration, Bryant University
- Based in Austin, TX
See Jack’s background on the SEC’s Investment Adviser Public Disclosure site (CRD #7839045).
Talk With Jack
Call (508) 523-4484 or send us a note to set up a time.