James Boyle has been Managing Member of Dynamic Wealth Strategies since June 2013, is a control person of the firm and directly owns between 25% and 50% of it. James Boyle holds a Bachelors in Biology from Truman State University.
Dynamic Wealth Strategies, LLC is a Granite Bay, CA firm with $191M under management, 159 clients and 4 advisers across 4 offices, as of its March 2026 filing.
J. Brian Boyle is Co-Founder & Chief Executive Officer of Dynamic Wealth Strategies, LLC. Boyle began his career in financial services in 2008 when he co-founded the firm, and develops, monitors and maintains financial plans and investment allocations for its clients. Before financial services, Boyle spent 9 years in the biochemical reagent market serving pharmaceutical and biotechnology companies.
James Boyle’s longest registration is the current one, 13 years at Dynamic Wealth Strategies since 2013. Before joining Dynamic Wealth Strategies in 2013, James Boyle was registered through Independent Financial Group, LLC.
- – present · 13 yearsGranite Bay, CA · Adviser representative · Firm CRD 167594
- Independent Financial Group, LLC– · 4 yearsSan Jose, CA · Adviser representative · Firm CRD 7717
Investment adviser representative registrations
James Boyle is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2013; the most recent is Texas, in October 2018.
- CaliforniaSince 14 June 2013
- TexasResidentSince 15 October 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 12 August 2008 |
| Series 7 | General Securities Representative Examination | 29 July 2008 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- James Brian Boyle
- CRD
- 5570142
- Firm
- Dynamic Wealth Strategies · CRD 167594
- Role
- Managing Member
- Office
- 9700 VILLAGE CENTER DRIVE, SUITE 50-A, Granite Bay, CA 95746
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dynwealth.com
Where does James Boyle work?
James Boyle has been Managing Member of Dynamic Wealth Strategies, LLC since June 2013, and is a control person of the firm.
Is James Boyle a financial advisor?
Yes. James Boyle has a current investment-adviser registration in California and Texas, through Dynamic Wealth Strategies since June 2013.
How many years of experience does James Boyle have?
James Boyle has 18 years in the financial industry, since August 2008, across 2 adviser firms.
What exams has James Boyle passed?
James Boyle has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2008.
Where did James Boyle work before Dynamic Wealth Strategies?
Before Dynamic Wealth Strategies, James Boyle was registered through Independent Financial Group, LLC, August 2008 to June 2013.
Where is James Boyle based?
James Boyle’s registered office is in Granite Bay, CA.
Is James Boyle registered with FINRA?
No. James Boyle has no current broker registration.
How can I verify James Boyle’s record?
Search CRD 5570142 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes James Boyle’s full registration record.
