Jonathan Mathew Mcquade
Investment adviser representative at Boyce & Associates Wealth Consulting, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$244.6MFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Boyce & Associates Wealth Consulting, Inc.Nov 2018 to now
- Bka Wealth Consulting, Inc.Nov 2018 to now
- Seven Cedars Wealth Management LLCMay 2017 to Nov 2018
- Austin Wealth Management, LLCJun 2016 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (TX).
Boyce & Associates Wealth Consulting, Inc.
$244.6MAssets managed
268Clients
8Advisers
5 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
- 5677776
- Firm CRD
- 288157