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JB

Jason Jon Boyer

CRD# 3244820·Registered 2000 - 2015
Previously Registered: Being a previously registered professional could mean that Jason is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Jason Jon Boyer, who also goes by Sarnia, Ontariojason Jon Boyer, was a registered financial advisor. Jason was a previously registered financial professional and started their career in finance 2000 - 2015. Jason had worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Sarnia, Ontariojason Jon Boyer

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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

26 years in the financial services industry

Current & Past Employments

Past

AMTD FINANCIAL MARKETS (USA) LLCPast·CRD# 165313
BD
Admiraltynew York City, NY
September 30, 2013 - April 13, 2015
CANTOR FITZGERALD & CO.Past·CRD# 134
BD
New York, NY
September 22, 2003 - October 12, 2011
LOUIS CAPITAL MARKETS, LLCPast·CRD# 48013
BD
Paris
March 28, 2003 - September 3, 2003
CANTOR FITZGERALD & CO.Past·CRD# 134
BD
New York, NY
October 29, 2001 - October 24, 2002
CANTOR FITZGERALD SECURITIESPast·CRD# 19660
BD
New York, NY
August 15, 2000 - December 11, 2001

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Current Firm

AF
AMTD FINANCIAL MARKETS (USA) LLC

AMTD FINANCIAL MARKETS (USA) LLC | REORIENT FINANCIAL MARKETS (USA) LLC

CRD#: 165313 / SEC#: 8-69154
BD
Terminated by SEC on 02/20/2018

Contact Information

Established

Delaware since 08/02/2012

Firm Type

Limited Liability Company

Fiscal Year End

December

Documents

Direct owners and executive officers

NamePositionCRD#
WISE POINT HOLDINGS LIMITEDSHAREHOLDER—
BUCHANAN, MICHAEL SCOTTCCO, CFO2575526
FOX, PATRICK OWENCEO1756105

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.
This advisor is not registered in any state.

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 Feb 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Apr 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2000About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Apr 2013About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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