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JB

John Thomas Boyle

CARSON GROUP BROKERAGE
OMAHA, NE
·CRD# 1242536·33 years experience

Professional Summary

John Thomas Boyle, who also goes by Jack Boyle, John Thomas Boyle Sr, is a registered financial advisor currently at CARSON GROUP BROKERAGE, LLC located in Omaha, Nebraska. John is registered as a RR (Registered Representative) and started their career in finance in 1984. John has worked at 12 firms and has passed the Series 63, SIE, Series 3, Series 55, Series 7, Series 24 and Series 4 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Boyle, John Thomas Boyle Sr

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

33 years in the financial services industry

Current & Past Employments

CARSON GROUP BROKERAGE, LLC·CRD# 293448
BD
14600 Branch St, Omaha, NE 68154
July 1, 2026 - Present
CETERA WEALTH SERVICES, LLC·CRD# 13572
BD
El Segundo, CA
January 28, 2025 - June 25, 2026
HIGHTOWER SECURITIES, LLC·CRD# 116681
BD
Chicago, IL
November 25, 2019 - January 8, 2025
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Chicago, IL
September 26, 2016 - November 26, 2019
OPTIONSXPRESS, INC.·CRD# 103849
BD
Chicago, IL
April 13, 2016 - November 14, 2017
RAPID EXECUTION SERVICES, LLC·CRD# 171853
BD
Chicago, IL
November 10, 2014 - April 22, 2016
E*TRADE SECURITIES LLC·CRD# 29106
BD
Chicago, IL
April 10, 2013 - December 9, 2013
NEWEDGE USA, LLC·CRD# 36118
BD
Chicago, IL
April 4, 2011 - April 10, 2013
PENSON FINANCIAL SERVICES, INC.·CRD# 25866
BD
Chicago, IL
July 15, 2004 - April 4, 2011
TITLE SECURITIES, INC.·CRD# 30057
BD
Chicago, IL
July 27, 1998 - May 21, 2004
BOYLE SECURITIES, INC.·CRD# 10130
BD
Columbus, OH
February 4, 1998 - July 10, 1998
TRANSACTION SERVICES INC.·CRD# 16034
BD
November 4, 1986 - February 4, 1987
BOYLE SECURITIES, INC.·CRD# 10130
BD
March 12, 1984 - October 1, 1986

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Current Firm

CG
CARSON GROUP BROKERAGE, LLC

CARSON GROUP BROKERAGE, LLC

CRD#: 293448 / SEC#: 8-70089
BD
Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

Contact Information

Main Address

14600 Branch St, Omaha, NE 68154

Mailing Address

14600 Branch St, Omaha, NE 68154

Phone Number

(888) 321-0808

Established

Nebraska since 01/04/2018

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Direct owners and executive officers

NamePositionCRD#
CARSON GROUP HOLDINGS, LLCMEMBER—
BALTOVSKI, ALEXANDERFINANCIAL OPERATIONS PRINCIPAL2350828
HUNT, LANTZ GUYCHIEF OPERATING OFFICER3017958
TOBIN, DANIEL PPRESIDENT3239146
ULRICH, ALEXANDRIA JOCHIEF COMPLIANCE OFFICER6854521

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Illinois
(7/7/2026)
RR
Nebraska
(7/1/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Jul 2011About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 3 — National Commodity Futures Examination

Passed Jul 2016About the Series 3 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Oct 1999

Series 7 — General Securities Representative Examination

Passed Oct 1996About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Sep 2013About the Series 24 exam

Series 4 — Registered Options Principal Examination

Passed Nov 2004About the Series 4 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Thomas Boyle's CRS (Customer Relationship Summary).

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