James Michael Boyd
Investment adviser representative at Pension & Wealth Management Advisors
21 yearsExperience
9 statesRegistered in
CFADesignation
$529.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Pension & Wealth Management AdvisorsOct 2023 to now
- UnemployedNov 2022 to Sep 2023
- Newton InvestmentsNov 2005 to Oct 2022
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 9 states (AZ, CA, CO, CT, FL, MA, NY, RI, TX).
Pension & Wealth Management Advisors
Legal name: Pension & Wealth Management Advisors, Inc.
$529.8MAssets managed
523Clients
8Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2315479
- Firm CRD
- 309546