John D. Boyd

MDRN WEALTH

VENICE, CA 90291

Some features on this profile are disabled

CRD#: 6810394

Professional summary

John Damion Boyd, CFP®, who also goes by John D Boyd, is a registered financial advisor currently at MDRN WEALTH located in Venice, California.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. John has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Small Business Planning

Estate Planning

Tax Planning

Employee and Employer Plan Ben...

Inheritance

Comprehensive Financial Planni...

Investment Planning

Debt Management

Do you have an area of expertise or specialization?

Alternative or Private Investm...

Divorce Planning

Estate & Generational Planning...

High Net Worth Client Needs

Investment Advice with Ongoing...

Millennials

Are you a "fiduciary"?

Yes

Aliases

John D 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) Arizona Department of Corrections; investment related: No; Location: 701 E. Jefferson Phoenix AZ 85034 Maricopa; Description: Public Service; Position Title: Direction of Financial Planning; Responsibilities Duties: I collaborate with the Arizona Department of Correction's Inmate Rehabilitation and Reentry program to deliver comprehensive Financial Literacy Education and Pro-Bono Planning Resources to incarcerated individuals as they prepare for reentry into society.; Start date: 2023-05-29; Hours per month during trading hours: 2; Hours per month outside trading hours: 2.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Damion 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®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

September 16, 2022 - Present

MDRN WEALTH

Office #1: 606 Venice Blvd Ste 107, Venice, CA 90291

RIA

CRD#: 323177

VENICE, CA

Past

April 15, 2022 - July 27, 2022

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

PHOENIX, AZ

Past

April 7, 2022 - July 27, 2022

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PHOENIX, AZ

Past

March 7, 2019 - April 19, 2022

SCHWAB WEALTH ADVISORY, INC.

RIA

CRD#: 159035

PHOENIX, AZ

Past

November 13, 2017 - March 8, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Phoenix, AZ

Past

September 28, 2017 - April 19, 2022

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Phoenix, AZ

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

Arizona
(9/16/2022)

IAR

California
(4/4/2023)

IAR

Florida
(12/11/2024)

IAR

Louisiana
(11/7/2022)

IAR

New York
(4/23/2024)

IAR

Texas
(1/6/2023)

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: 11/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/28/2017

General Securities Representative Examination

Current Firm

MDRN WEALTH

MDRN WEALTH | MDRN WEALTH LLC

CRD#: 323177 / SEC#:

Arizona

Registered Investment Advisory firm - (9/16/2022 Approved)

California

Registered Investment Advisory firm - (4/4/2023 Approved)

Florida

Registered Investment Advisory firm - (12/11/2024 Approved)

Louisiana

Registered Investment Advisory firm - (11/7/2022 Approved)

New York

Registered Investment Advisory firm - (4/23/2024 Approved)

Texas

Registered Investment Advisory firm - (1/6/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

606 Venice Blvd Ste 107, Venice, CA 90291

Mailing Address

Phone number

(480) 901-0612

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	285
AUM (Assets Under Management)	$ 34,177,733

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.

Contact information

(xxx) xxx-xxxx

Similar Advisors

Jon Neuhaus

MORGAN STANLEY

IAR

El Segundo, CA

John Powell

EQUITABLE ADVISORS, LLC

IAR

Los Angeles, CA

Danielle Barrios

MORGAN STANLEY

IAR

Beverly Hills, CA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John D. Boyd

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Damion Boyd's CRS (Customer Relationship Summary).

Certified licenses

Experience

MDRN WEALTH

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

SCHWAB WEALTH ADVISORY, INC.

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/28/2017

Current Firm

MDRN WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MDRN WEALTH

TRUST BUT VERIFY

Contact information

Similar Advisors