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RIA / WealthAdvisordual registered (broker-dealer)30 years in industry

JASON LYNN BOYD

Advisor at JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC

BOSTON, MA | Timnath, CO

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Search this name across graphsid dfx:ria:6a29affe-e813-ef72-c13b-bee83c01d36b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2001 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Jul 24, 1996
First registration: Apr 10, 2001
Dual registered: yes, broker-dealer
Other names: JASON BOYD
IAPD individual key: 2765382

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Bd affiliated wealth	Oct 29, 2025	n/a	yes	Timnath, CO\|BOSTON, MA	Current employment
MISSIONSQUARE RETIREMENT	Bd affiliated wealth	Mar 21, 2017	Feb 10, 2025	no	DALLAS, TX\|WASHINGTON, DC\|Timnath, CO	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 13, 2016	Jan 25, 2017	no	RICHARDSON, TX	Previous registration
LCM GLOBAL PARTNERS LLC	Former SEC adviser	Jul 8, 2015	Jun 14, 2016	no	DALLAS, TX\|TAMPA, FL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Feb 7, 2007	Apr 21, 2015	no	Frisco, TX	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Apr 10, 2001	May 12, 2006	no	TORRANCE, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MISSIONSQUARE RETIREMENT	JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLC	Feb 10, 2025	Oct 29, 2025	261	Firm change	Ibd to ibd
J.P. MORGAN SECURITIES LLC	MISSIONSQUARE RETIREMENT	Jan 25, 2017	Mar 21, 2017	55	Firm change	Other
LCM GLOBAL PARTNERS LLC	J.P. MORGAN SECURITIES LLC	Jun 14, 2016	Jun 13, 2016	-1	Firm change	Other
ADVICE AND PLANNING SERVICES	LCM GLOBAL PARTNERS LLC	Apr 21, 2015	Jul 8, 2015	78	Firm change	Other
STRATEGIC ADVISERS LLC	ADVICE AND PLANNING SERVICES	May 12, 2006	Feb 7, 2007	271	Firm change	Other

Relationships

Registered with (6)

→ JOHN HANCOCK PERSONAL FINANCIAL SERVICES, LLCRegistered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ MISSIONSQUARE RETIREMENTRegistered adviserregistration: previous registration
Mar 21, 2017 to Feb 10, 2025factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jun 13, 2016 to Jan 25, 2017factForm ADV
→ LCM GLOBAL PARTNERS LLCRegistered adviserregistration: previous registration
Jul 8, 2015 to Jun 14, 2016factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Feb 7, 2007 to Apr 21, 2015factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Apr 10, 2001 to May 12, 2006factForm ADV

Dated events

Occurred
Feb 10, 2025
Advisor changed firm
Jason Lynn Boyd left Missionsquare Retirement for John Hancock Personal Financial Services, Llc (registered 2025-10-29)
Form ADVobserved 4 days ago