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Jeremiah Scott Boynton

Laureate Wealth Management, LLC

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About Jeremiah Scott Boynton

Jeremiah Scott Boynton is an investment advisor representative at Laureate Wealth Management, LLC. Jeremiah has been in the industry since 2001. Jeremiah is registered with the state of Illinois and Texas. Jeremiah has obtained both the Series 66 and Series 63 examinations. Jeremiah has earned the Certified Financial Planner designation. Jeremiah has previously worked at TRIAD ADVISORS, INC., WACHOVIA SECURITIES FINANCIAL NETWORK, LLC and A. G. EDWARDS & SONS, INC..

Firm Information

Jeremiah Boynton is currently registered with Laureate Wealth Management, LLC. Laureate Wealth Management, LLC is an investment advisor with approximately $80 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Laureate Wealth Management serves high-net-worth individuals, pooled investment vehicles, and other individuals.

$80.02M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jeremiah Boynton’s Registration & Firm History

IL

10/09/2014 - Present

Laureate Wealth Management, LLC (GLEN ELLYN IL)

TX

06/29/2007 - 04/27/2010

TRIAD ADVISORS, INC. (AUSTIN TX)

TX

05/04/2004 - 07/02/2007

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (AUSTIN TX)

MO

01/12/2001 - 05/10/2004

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 12/03/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/09/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/10/2005

Series 24 - General Securities Principal Examination

BC

Issued 11/30/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 01/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jeremiah Scott Boynton.
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