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Jamie Wade Boyd

Cascadia Capital, LLC

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About Jamie Wade Boyd

Jamie Boyd is an investment banking registered representative with over 18 years of experience in the financial services industry. Jamie holds FINRA Series 7, 63, and SIE licenses, and is registered with the state of Washington and Texas. Jamie is currently employed by Cascadia Capital, LLC, a boutique investment bank based in Seattle, Washington.

Firm Information

Jamie Boyd is currently registered with Cascadia Capital, LLC. Cascadia Capital, LLC is a Limited Liability Company formed on December 4, 2000. The firm is registered in 9 states, including California, Georgia, Minnesota, New York, Ohio, South Carolina, Tennessee, Texas, and Washington. Cascadia Capital, LLC also has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

65

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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Jamie Boyd’s Registration & Firm History

WA

08/09/2004 - Present

Cascadia Capital, LLC (SEATTLE WA)

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Licenses & Designations

BC

Issued 08/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jamie Wade Boyd.
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