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Jason Lynn Boyd

Missionsquare Retirement

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About Jason Lynn Boyd

Jason Boyd is a financial advisor with over 25 years of experience in the industry. Jason has worked with several firms including TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, FIDELITY BROKERAGE SERVICES LLC, and J.P. MORGAN SECURITIES LLC. Currently, Jason is registered with Missionsquare Retirement in WASHINGTON, DC and has Series 6, 7, and 66 licenses.

Firm Information

Jason Boyd is currently registered with Missionsquare Retirement. Missionsquare Retirement is an investment advisor headquartered in Washington, DC. The firm manages assets for individuals, high-net-worth individuals, and insurance companies. Missionsquare Retirement has approximately 234 registered representatives and 224 investment advisory professionals.
Missionsquare Retirement

777 NORTH CAPITOL STREET NE, SUITE 600

WASHINGTON, DC 20002-4240

$6.11B

Assets Under Management

694

Total Clients

182

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.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Boyd’s Registration & Firm History

DC

03/21/2017 - Present

Missionsquare Retirement (WASHINGTON DC)

TX

06/13/2016 - 01/25/2017

J.P. MORGAN SECURITIES LLC (RICHARDSON TX)

TX

11/14/2006 - 04/21/2015

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)

RI

07/11/1996 - 05/12/2006

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 03/02/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/24/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1997

Series 7 - General Securities Representative Examination

BC

Issued 07/10/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Lynn Boyd.
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