Jason
Boyd

Missionsquare Retirement

CRD#2765382
Investment Advisor
in Dallas, TX

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About this Advisor

Jason Boyd is a financial advisor based out of Dallas, Texas who has 6 years of relevant experience. Boyd is currently employed by Missionsquare Retirement. During their career, Boyd has held roles at Tiaa-Cref Individual & Institutional Services, LLC, Tiaa, Lcm Global Partners LLC, Jpmorgan Securities LLC and Icma-Rc. Boyd holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Texas. Missionsquare Retirement is a company based out of Washington, DC. It has offices in nine locations and a total of 608 advisors. It administers $641 million in total assets between its one customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on which services are offered. However, fees charged by Missionsquare Retirement typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

Dallas, TX

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Missionsquare Retirement Brokerage Details

Total Assets Under Management

$641,022,740

TX Average: $4,886,152,200
Total Number of Employees

608

TX Average: 60
Total Number of Accounts

1

TX Average: 205
Average Account Size

$641,022,740

TX Average: $23,834,889

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Jason Boyd Work History

Jason has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Icma-Rc

2016 - 2017 (1 year)

Jpmorgan Securities LLC

2015 - 2016 (1 year)

Lcm Global Partners LLC

2006 - 2015 (9 years)

Tiaa-Cref Individual & Institutional Services, LLC

2006 - 2015 (9 years)

Tiaa

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Boyd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Missionsquare Retirement

Vicki Bauer
Washington, DC
Laura Hancock
Washington, DC
Margaret Jones
Washington, DC
Peter Ganey
Washington, DC
Isaiah Carter
Washington, DC
Orlando Cruz
Charlotte, NC
Amy Humphrey
Washington, DC
Andrew Mcfalls
Washington, DC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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