JB
James K. Boyd
CETERA INVESTMENT ADVISERS
WILMINGTON, DE 19802
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CRD#: 6039210
JB
James Kyle BoydCETERA INVESTMENT ADVISERS
Professional summary
James Kyle Boyd, who also goes by James Kyle Boyd, James Boyd, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Wilmington, Delaware and CETERA WEALTH SERVICES, LLC located in Wilmington, Delaware.
James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. James has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Aliases
James Kyle Boyd | James Boyd
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.
1) Van Buren Financial Group LLC~'IR'~615 West 18th Street~Wilmington~DE~19802~Other~Employee~2/15/2021~160hrs~130hrs~My duties will include managing portfolios, building models, financial planning and research on investments. All investments will be completed through Avantax. 2) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; POSITION: Insurance Agent NATURE: I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2021 ADDRESS: 615 W. 18th Street, Wilmington DE 19802, United States DESCRIPTION: ability to sell following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance 3) ASSOCIATION OF FINANCIAL EDUCATORS POSITION: Member NATURE: assist nonprofit org that works to promote financial literacy. As a member of the Association of Financial Educators, volunteer my time to conduct financial workshops to various companies & org. Through AFE will have access to 17 FINRA reviewed workshops (with letters of review), or use our own firm-approved materials. The firm currently works with countless B/Ds & directly with the federal government & is a member of the FDIC Money Smart Alliance, which recognizes organizations that contribute to their mission of promoting financial wellness. Members pay dues & they are expressly forbidden from selling, endorsing, or promoting any product or service. Their capacity is strictly educational. Members do not receive compensation for time, nor does AFE. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START: 09/2021 ADDRESS: 108 Wild Basin Road S, Suite 250, Austin TX 78746, United States DESCRIPTION: My responsibility would be to lead a workshop using their FINRA approved materials. 4) READING ASSIST POSITION: Board Member NATURE: ensure that management team is effectively & ethically carrying out strategy of non-profit. no compensation. attend a board meeting once a month, help with fundraising & community relations. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START : 09/2021 ADDRESS: 100 West 10th Street, Wilmington DE 19801, United States DESCRIPTION: Use my independent judgment, intelligence, creativity and other resources to fulfill all functions and responsibilities to the best of my ability. Prepare, attend & participate in all regular & special board meetings. Prepare, participate in & attend standing committees of board as assigned, & ad-hoc committees or task forces as necessary. Support overall program's activities, events & appeals through participation & give. Strive to resolve within governance structure of org any grievance, disagreement or policy dispute prior to seeking support outside the org for a position contrary to that adopted by the org. 5) ICON GENESEE OWNER LLC POSITION: Limited partner NATURE: limited partnership investment in multi-family building in Syracuse, NY. no management authority. passive investment. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START: 01/2025 ADDRESS: 344 S Warren Street, Ste 202, Syracuse NY 13202, United States DESCRIPTION: No duties. 6) NAME OF OTHER BUSINESS: FENSTERMACHER AND COMPANY; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 16, APX NUMBER OF HOURS DURING TRADING HOURS: 16, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view James Kyle Boyd'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®
NoneExperience
Current
September 5, 2025 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 615 W. 18th Street, Wilmington, DE 19802RIA
CRD#: 105644
WILMINGTON, DE
Current
September 5, 2025 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 615 W. 18th Street, Wilmington, DE 19802BD
CRD#: 13572
WILMINGTON, DE
Past
March 22, 2021 - September 5, 2025
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
Wilmington, DE
Past
February 26, 2021 - September 5, 2025
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
WILMINGTON, DE
Past
March 9, 2015 - February 16, 2021
FS INVESTMENT SOLUTIONS, LLC
BD
CRD#: 145244
PHILADELPHIA, PA
Past
September 2, 2014 - February 24, 2015
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
NEWARK, DE
Past
August 30, 2012 - December 4, 2012
WTS PROPRIETARY TRADING GROUP LLC
BD
CRD#: 148117
NEW YORK, NY
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)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.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
California(9/5/2025)
RR
Connecticut(9/18/2025)
RR
Delaware(9/5/2025)
IAR
Delaware(9/5/2025)
RR
Florida(9/5/2025)
RR
Maryland(9/18/2025)
RR
New Jersey(9/5/2025)
RR
New York(9/18/2025)
RR
Pennsylvania(9/5/2025)
RR
Virginia(9/18/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Loading...
Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 |
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.
