Jordan Boyd
Investment adviser representative at Wood Tarver Financial
11 yearsExperience
1 stateRegistered in
$489MFirm assets
7 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 assetsHourlyFixed or flat fee
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
11 years in the industry.
- Wood Tarver FinancialOct 2019 to now
- PaylocityAug 2019 to Oct 2019
- UnemployedMay 2019 to Aug 2019
- Boise State Event ServicesJan 2017 to May 2019
- Boise State UniversityAug 2015 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
Wood Tarver Financial
Legal name: Wood Tarver Financial Group, LLC
$489MAssets managed
581Clients
5Advisers
7 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
- 7710536
- Firm CRD
- 298793