Jonathan McQuade has been Vice President of Boyce & Associates Wealth Consulting since August 2026, is a control person of the firm and directly owns between 10% and 25% of it.
Boyce & Associates Wealth Consulting, Inc. is a Cedar Park, TX firm with $245M under management, 268 clients and 6 advisers across 2 offices, as of its August 2026 filing.
Jonathan McQuade is Partner and Wealth Advisor at Boyce & Associates Wealth Consulting. He began his career in finance as a consultant to business owners of independent wealth management firms, then moved into client facing roles at two Registered Investment Advisory firms in Seattle and Austin. He started his own firm, Seven Cedars Wealth Management, and later decided to merge with BKA Wealth.
Jonathan McQuade’s longest registration is the current one, 7 years at Boyce & Associates Wealth Consulting since 2018. Before joining Boyce & Associates Wealth Consulting in 2018, Jonathan McQuade was registered through Seven Cedars Wealth Management LLC and Austin Wealth Management, LLC.
- – present · 7 yearsAdviser representative · Firm CRD 288157
- Seven Cedars Wealth Management LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 289053
- Austin Wealth Management, LLC– · 1 yearAustin, TX · Adviser representative · Firm CRD 172793
- Lakeview Financial Group LLC– · under a yearSeattle, WA · Adviser representative · Firm CRD 139594
- Cetera Advisor Networks LLC– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 13572
Professional designations
Listed by Boyce & Associates Wealth Consulting
- CFP®
Investment adviser representative registrations
Jonathan McQuade is registered as an investment adviser representative in Texas, since November 2018.
- TexasSince 6 November 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 21 March 2014 |
| Series 7 | General Securities Representative Examination | 7 March 2014 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jonathan Mathew McQuade
- CRD
- 5677776
- Firm
- Boyce & Associates Wealth Consulting · CRD 288157
- Role
- Vice President
- Registration
- Investment adviser registration
- In the industry since
- July 2014
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- boycewealth.com
Where does Jonathan McQuade work?
Jonathan McQuade has been Vice President of Boyce & Associates Wealth Consulting, Inc. since August 2026, and is a control person of the firm.
Is Jonathan McQuade a financial advisor?
Yes. Jonathan McQuade has a current investment-adviser registration in Texas, through Boyce & Associates Wealth Consulting since November 2018.
How many years of experience does Jonathan McQuade have?
Jonathan McQuade has 12 years in the financial industry, since July 2014, across 5 adviser firms.
What exams has Jonathan McQuade passed?
Jonathan McQuade has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2014. FINRA credited Jonathan McQuade with the SIE, which began in October 2018.
Where did Jonathan McQuade work before Boyce & Associates Wealth Consulting?
Before Boyce & Associates Wealth Consulting, Jonathan McQuade was registered through Austin Wealth Management, LLC, July 2016 to November 2017; Lakeview Financial Group LLC, July 2015 to April 2016; Cetera Advisor Networks LLC, March 2014 to April 2016.
Is Jonathan McQuade registered with FINRA?
No. Jonathan McQuade has no current broker registration.
Is Jonathan McQuade a CFP?
Boyce & Associates Wealth Consulting lists Jonathan McQuade with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jonathan McQuade’s record?
Search CRD 5677776 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jonathan McQuade’s full registration record.
