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James Joseph Boyle

Keybanc Capital Markets Inc.

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About James Joseph Boyle

James Boyle is a financial professional with over 20 years of experience in the industry. He has been with Keybanc Capital Markets Inc. since 2011. Prior to that, James held positions at several other firms including Raymond James & Associates, Inc., J.P. Morgan Securities Inc., and Wells Fargo. James is licensed to sell securities in 28 states and holds Series 63, SIE and Series 7 licenses.

Firm Information

James Boyle is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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James Boyle’s Registration & Firm History

CA

05/12/2011 - Present

Keybanc Capital Markets Inc. (San Francisco CA)

CA

08/12/2008 - 05/09/2011

RAYMOND JAMES & ASSOCIATES, INC. (SAUSALITO CA)

CA

07/01/2004 - 05/28/2008

J.P. MORGAN SECURITIES INC. (SAN FRANCISCO CA)

IL

05/21/2003 - 07/01/2004

BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)

NC

03/14/2001 - 05/19/2003

WELLS FARGO INSTITUTIONAL SECURITIES, LLC (CHARLOTTE NC)

MN

01/28/1999 - 05/19/2003

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

CA

05/02/2001 - 05/31/2001

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

CA

10/08/1998 - 05/02/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

NY

12/18/1997 - 05/04/1998

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/16/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for James Joseph Boyle.
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