Jonathan
Mcquade
Boyce & Associates Wealth Consulting, Inc
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About this Advisor
Jonathan Mcquade is a certified financial planner who works out of Cedar Park, Texas who has 5 years of relevant experience. Mcquade works at Boyce & Associates Wealth Consulting, Inc. During their career, Mcquade has held roles at Lakeview Financial Group, The Ensemble Practice, Cetera Advisor Networks, Seven Cedars Wealth Management LLC, Bka Wealth Consulting, Inc and Austin Wealth Management, LLC. Mcquade holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Texas. Boyce & Associates Wealth Consulting, Inc is a financial advisory business operating out of Cedar Park, TX. The firm has a total of 12 people on staff. It handles $148 million in assets among its 779 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 779 customer accounts, 15% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Financial advisory fee schedules usually depend on which services the firm provides the client. Fee types billed by Boyce & Associates Wealth Consulting, Inc can be comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boyce & Associates Wealth Consulting, Inc Brokerage Details
$147,905,060
12
779
$189,865
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jonathan Mcquade Work History
Jonathan has been registered as a financial advisor for 5 years.*
Bka Wealth Consulting, Inc
Seven Cedars Wealth Management LLC
Austin Wealth Management, LLC
Lakeview Financial Group
Cetera Advisor Networks
The Ensemble Practice
*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 Jonathan Mcquade 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 Boyce & Associates Wealth Consulting, Inc
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
Cedar Park, TX
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
