James Boyd has been an investment adviser representative at Pension & Wealth Management Advisors since January 2026, and is not listed among the firm’s executive officers or direct owners. James Boyd holds a BA in Economics and History from Colgate University and a Master of Science in Finance from Carroll School of Management at Boston College.
Pension & Wealth Management Advisors, Inc. is a Waltham, MA firm with $530M under management, 523 clients and 9 advisers in one office, as of its May 2026 filing.
James M. Boyd is Wealth Management Advisor at Pension & Wealth Management Advisors and has been in the investment management industry for over 30 years. He began his investment career at John Hancock Advisors and has since worked for Harbor Capital Management and State Street Advisors. He was a senior equity research analyst and portfolio manager serving institutional and wealth management clients at Newton Investments.
- – present · 2 yearsWaltham, MA · Adviser representative · Firm CRD 309546
Professional designations
Listed by Pension & Wealth Management Advisors
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
James Boyd is registered as an investment adviser representative in 8 states. The first approvals date from January 2026; the most recent is Arizona, in March 2026.
- ArizonaSince 13 March 2026
- CaliforniaSince 28 January 2026
- ColoradoSince 28 January 2026
- ConnecticutSince 28 January 2026
- MassachusettsSince 19 February 2026
- New YorkSince 28 January 2026
- Rhode IslandSince 28 January 2026
- TexasSince 28 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 18 August 1994 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 September 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 May 1993 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- James Michael Boyd
- CRD
- 2315479
- Firm
- Pension & Wealth Management Advisors · CRD 309546
- Office
- 800 SOUTH STREET, SUITE 160, Waltham, MA 02453
- Registration
- Investment adviser registration
- In the industry since
- November 2023
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- pensionwealth.com
Where does James Boyd work?
James Boyd is an investment adviser representative registered through Pension & Wealth Management Advisors, Inc. since January 2026, and is not listed among the firm’s executive officers or direct owners.
Is James Boyd a financial advisor?
Yes. James Boyd has a current investment-adviser registration in Arizona, California, Colorado, Connecticut, Massachusetts, New York, Rhode Island and Texas, through Pension & Wealth Management Advisors since January 2026.
How many years of experience does James Boyd have?
James Boyd has 2 years in the financial industry, since November 2023, across 1 adviser firm.
What exams has James Boyd passed?
James Boyd has passed 3 licensing exams: the Series 6, Series 63 and Series 7. The earliest, the Series 6, was passed in May 1993.
Where is James Boyd based?
James Boyd’s registered office is in Waltham, MA.
Is James Boyd registered with FINRA?
No. James Boyd has no current broker registration.
Is James Boyd a CFA charterholder?
Pension & Wealth Management Advisors lists James Boyd with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify James Boyd’s record?
Search CRD 2315479 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Boyd’s full registration record.
