Jonathan M. Mcquade

BOYCE & ASSOCIATES WEALTH CONSULTING

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CRD#: 5677776

Professional summary

Jonathan Mathew Mcquade, CFP® is a registered financial advisor currently at BOYCE & ASSOCIATES WEALTH CONSULTING, INC. .

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jonathan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Jonathan Mathew Mcquade's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

November 6, 2018 - Present

CRD#: 13572

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.

CRD#: 288157 / SEC#: 801-121446

RIA

Registered Investment Advisory firm - (6/10/2021 Approved)

California

Registered Investment Advisory firm - (9/3/2020 Terminated)

Idaho

Registered Investment Advisory firm - (6/11/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/11/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/6/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/21/2014

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/7/2014

General Securities Representative Examination

Current Firm

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

A+ COLLEGE PLANNING | BOYCE & ASSOCIATES WEALTH CONSULTING, INC. | BKA WEALTH CONSULTING, INC.

CRD#: 288157 / SEC#: 801-121446

RIA

Registered Investment Advisory firm - (6/10/2021 Approved)

California

Registered Investment Advisory firm - (9/3/2020 Terminated)

Idaho

Registered Investment Advisory firm - (6/11/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/11/2021 Terminated)

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Contact information

Main Address

3109 Kenai Dr. Ste 107, Cedar Park, TX 78613

Mailing Address

Phone number

(512) 522-4838

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BKA WEALTH MANAGEMENT- FORM ADV PART 2AB (8/13/2025)

Regulatory assets under management

Total Number of Accounts	760
AUM (Assets Under Management)	$ 194,299,434

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan M. Mcquade

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Mathew Mcquade's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEVEN CEDARS WEALTH MANAGEMENT LLC

AUSTIN WEALTH MANAGEMENT, LLC

LAKEVIEW FINANCIAL GROUP LLC

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

Primary Firm SEC Registration

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/21/2014

SIE

Date: 4/1/2016

Series 7

Date: 3/7/2014

Current Firm

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BOYCE & ASSOCIATES WEALTH CONSULTING, INC.

TRUST BUT VERIFY

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