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JB

John T. Boyle

CARSON GROUP BROKERAGE
OMAHA, NE 68154
Some features on this profile are disabled
CRD#: 1242536
JB
John Thomas BoyleCARSON GROUP BROKERAGE

Professional summary

John Thomas Boyle, who also goes by Jack Boyle, John Thomas Boyle Sr, is a registered financial professional 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.

Aliases

Jack Boyle | John Thomas Boyle Sr

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.

Blog Corner

CRS (Client Relationship Summary) - BD

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 1, 2026 - Present

CARSON GROUP BROKERAGE, LLC

Office #1: 14600 Branch St, Omaha, NE 68154
BD
CRD#: 293448
OMAHA, NE
Past

January 28, 2025 - June 25, 2026

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA
Past

November 25, 2019 - January 8, 2025

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
CHICAGO, IL
Past

September 26, 2016 - November 26, 2019

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Chicago, IL
Past

April 13, 2016 - November 14, 2017

OPTIONSXPRESS, INC.

BD
CRD#: 103849
CHICAGO, IL
Past

November 10, 2014 - April 22, 2016

RAPID EXECUTION SERVICES, LLC

BD
CRD#: 171853
Chicago, IL
Past

April 10, 2013 - December 9, 2013

E*TRADE SECURITIES LLC

BD
CRD#: 29106
CHICAGO, IL
Past

April 4, 2011 - April 10, 2013

NEWEDGE USA, LLC

BD
CRD#: 36118
CHICAGO, IL
Past

July 15, 2004 - April 4, 2011

PENSON FINANCIAL SERVICES, INC.

BD
CRD#: 25866
CHICAGO, IL
Past

July 27, 1998 - May 21, 2004

TITLE SECURITIES, INC.

BD
CRD#: 30057
CHICAGO, IL
Past

February 4, 1998 - July 10, 1998

BOYLE SECURITIES, INC.

BD
CRD#: 10130
COLUMBUS, OH
Past

November 4, 1986 - February 4, 1987

TRANSACTION SERVICES INC.

BD
CRD#: 16034
Past

March 12, 1984 - October 1, 1986

BOYLE SECURITIES, INC.

BD
CRD#: 10130

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(7/1/2026)
RR
Alaska
(7/1/2026)
RR
Arizona
(7/1/2026)
RR
Arkansas
(7/1/2026)
RR
California
(7/1/2026)
RR
Colorado
(7/1/2026)
RR
Connecticut
(7/1/2026)
RR
Delaware
(7/1/2026)
RR
District of Columbia
(7/1/2026)
RR
Florida
(7/1/2026)
RR
Georgia
(7/1/2026)
RR
Hawaii
(7/1/2026)
RR
Idaho
(7/1/2026)
RR
Illinois
(7/7/2026)
RR
Indiana
(7/1/2026)
RR
Iowa
(7/1/2026)
RR
Kansas
(7/1/2026)
RR
Kentucky
(7/1/2026)
RR
Louisiana
(7/1/2026)
RR
Maine
(7/1/2026)
RR
Maryland
(7/1/2026)
RR
Massachusetts
(7/1/2026)
RR
Michigan
(7/1/2026)
RR
Minnesota
(7/1/2026)
RR
Mississippi
(7/1/2026)
RR
Missouri
(7/1/2026)
RR
Montana
(7/1/2026)
RR
Nebraska
(7/1/2026)
RR
Nevada
(7/1/2026)
RR
New Hampshire
(7/1/2026)
RR
New Jersey
(7/1/2026)
RR
New Mexico
(7/1/2026)
RR
New York
(7/1/2026)
RR
North Carolina
(7/8/2026)
RR
North Dakota
(7/1/2026)
RR
Ohio
(7/1/2026)
RR
Oklahoma
(7/1/2026)
RR
Oregon
(7/1/2026)
RR
Pennsylvania
(7/1/2026)
RR
Rhode Island
(7/1/2026)
RR
South Carolina
(7/1/2026)
RR
South Dakota
(7/1/2026)
RR
Tennessee
(7/1/2026)
RR
Texas
(7/1/2026)
RR
Utah
(7/1/2026)
RR
Vermont
(7/1/2026)
RR
Virginia
(7/1/2026)
RR
Washington
(7/1/2026)
RR
West Virginia
(7/1/2026)
RR
Wisconsin
(7/1/2026)
RR
Wyoming
(7/1/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 7/7/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 7/26/2016
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 55
Date: 10/21/1999
Limited Representative-Equity Trader Exam
General Industry/Product Exam
RR
Series 7
Date: 10/29/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/17/2013
General Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/4/2004
Registered Options Principal Examination
SRO Registrations
RR
FINRA

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)
Loading...

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
# of Employees

FINRA licenses (51 States and Territories)

Documents

Direct owners and executive officers

NamePositionCRD#
CARSON GROUP HOLDINGS, LLCMEMBER
BALTOVSKI, ALEXANDERFINANCIAL OPERATIONS PRINCIPAL2350828
CLEMENTS, JAMES EDMONDCHIEF COMPLIANCE OFFICER2445775
HUNT, LANTZCHIEF OPERATING OFFICER3017958
TOBIN, DANIEL PPRESIDENT3239146

Red Flags

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.

Company Information

CARSON GROUP BROKERAGE, LLC

CRD#: 293448Omaha, NE 68154

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