Unclaimed
John Holcombe Boyd is a registered investment advisor representative with Hartford Funds. John has been in the industry since August 1996 and has experience with investment company products/variable contracts, general securities, and securities industry essentials. John has been registered with Hartford Funds since January 2015. John's prior experience includes roles at J.P. Morgan Institutional Investments Inc., JPMorgan Distribution Services, Inc., T. Rowe Price Investment Services, Inc., EquiCo Securities, Inc., and The Equitable Life Assurance Society of the United States. John holds Series 6, 7, 24, 26, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
Registrant provides investment advice to states in connection with 529 plans and model recommendations
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.
A percentage of the total value of assets under management is charged.
Fees related to 529 plans and model recommendations.
1
2
MD
01/23/2015 - Present
Hartford Funds (SPARKS MD)
NY
01/03/2011 - 10/07/2013
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
03/23/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
MD
09/30/1996 - 09/01/2009
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
NY
02/17/1994 - 12/09/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
02/17/1994 - 12/09/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 01/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 02/13/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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