Jack Boyd has been an investment adviser representative at Boyd Financial Strategies since April 2024, and is not listed among the firm’s executive officers or direct owners. Jack Boyd holds a Bachelor of Science in Business Administration from Bryant University.
Boyd Financial Strategies, Inc. is an Auburn, MA firm with $140M under management, 149 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Jack Boyd is Investment Adviser of Boyd Financial Strategies, Inc., based in Auburn, MA. He serves as an Investment Advisor and Analyst and is involved in all aspects of client support. He joined the firm in 2019 while still in college and full time in 2023.
- – present · 2 yearsRound Rock, TX · Adviser representative · Firm CRD 107505
Investment adviser representative registrations
Jack Boyd is registered as an investment adviser representative in 2 states. The first approvals date from April 2024; the most recent is Texas, in March 2025.
- MassachusettsSince 2 April 2024
- TexasSince 13 March 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 25 February 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jack Pearson Boyd
- CRD
- 7839045
- Firm
- Boyd Financial Strategies · CRD 107505
- Office
- Round Rock, TX
- Registration
- Investment adviser registration
- In the industry since
- April 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boydstrategy.com
Where does Jack Boyd work?
Jack Boyd is an investment adviser representative registered through Boyd Financial Strategies, Inc. since April 2024, and is not listed among the firm’s executive officers or direct owners.
Is Jack Boyd a financial advisor?
Yes. Jack Boyd has a current investment-adviser registration in Massachusetts and Texas, through Boyd Financial Strategies since April 2024.
How many years of experience does Jack Boyd have?
Jack Boyd has 2 years in the financial industry, since April 2024, across 1 adviser firm.
What exams has Jack Boyd passed?
Jack Boyd passed the Series 65 in February 2024.
Where is Jack Boyd based?
Jack Boyd’s registered office is in Round Rock, TX.
Is Jack Boyd registered with FINRA?
No. Jack Boyd has no current broker registration.
How can I verify Jack Boyd’s record?
Search CRD 7839045 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Boyd’s full registration record.