DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Jason Lynn Boyd
Feed of 09/15/2026
Also filed as Jason Boyd
At current firm
0 y
since Oct 29, 2025
In the industry
30 y
since Jul 24, 1996 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- John Hancock Personal Financial Services, LLC BD affiliated currentsince Oct 29, 2025 · Timnath, Co
- Missionsquare Retirement BD affiliatedMar 21, 2017 to Feb 10, 2025 · Dallas, Tx
- J.P. Morgan Securities LLC wirehouseJun 13, 2016 to Jan 25, 2017 · Richardson, Tx
- Lcm Global Partners LLC formerJul 8, 2015 to Jun 14, 2016 · Dallas, Tx
- Advice And Planning Services BD affiliatedFeb 7, 2007 to Apr 21, 2015 · Frisco, Tx
- Strategic Advisers LLC national BDApr 10, 2001 to May 12, 2006 · Torrance, Ca
Moves
a registration end followed by a registration begin elsewhere
- Missionsquare Retirement to John Hancock Personal Financial Services, LLCleft Feb 10, 2025, registered Oct 29, 2025 (261 days) · Affiliated broker-dealer or bank to another
- J.P. Morgan Securities LLC to Missionsquare Retirementleft Jan 25, 2017, registered Mar 21, 2017 (55 days) · Other
- Lcm Global Partners LLC to J.P. Morgan Securities LLCleft Jun 14, 2016, registered Jun 13, 2016 (-1 days) · Other
- Advice And Planning Services to Lcm Global Partners LLCleft Apr 21, 2015, registered Jul 8, 2015 (78 days) · Other
- Strategic Advisers LLC to Advice And Planning Servicesleft May 12, 2006, registered Feb 7, 2007 (271 days) · Other
Signals
- Jason Lynn Boyd left Missionsquare Retirement for John Hancock Personal Financial Services, Llc (registered 2025-10-29)Feb 10, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address