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John Holcombe Boyd

Hartford Funds

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About John Holcombe Boyd

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.

Firm Information

John Boyd is currently registered with Hartford Funds. Hartford Funds is a registered investment advisor based in WAYNE, PA. They manage a total of $128.8 billion in assets for clients such as investment companies, pooled investment vehicles, and state or municipal government entities. They provide portfolio management services for investment companies and pooled investment vehicles, as well as selection of other advisors. They also offer investment advice to states in connection with 529 plans and model recommendations.
Hartford Funds

690 LEE ROAD

WAYNE, PA 19087

$128.83B

Assets Under Management

4

Total Clients

45

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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registrant provides investment advice to states in connection with 529 plans and model recommendations

Registrant provides investment advice to states in connection with 529 plans and model recommendations

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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other

Fees related to 529 plans and model recommendations.

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John Boyd’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Holcombe Boyd.
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