James R Boylan
Investment adviser representative at Focus Advisor Solutions, LLC
25 yearsExperience
1 stateRegistered in
$41.5BFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
25 years in the industry.
- Foreside Financial Services, LLCApr 2020 to now
- Focus Advisor Solutions, LLCJun 2019 to now
- Sei Investment Management Co.Jul 2007 to Jun 2019
- Sei InvestmentsNov 2001 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (PA).
Focus Advisor Solutions, LLC
$41.5BAssets managed
35,101Clients
31Advisers
19 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
- 4481414
- Firm CRD
- 143319