Jeff Scott Boyd

Current Employers

Employment History

• 07/2011 → Present
  Independent Financial Group, Llc
  San Diego, CA

Previous Registrations

• 2008-06-27 → 2011-07-07
  First Allied Securities, Inc.
  San Diego, CA
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2008-08-12 → 2009-05-12
  Advanced Wealth Planning
  San Diego, CA
• 2002-05-22 → 2008-06-27
  Spc
  La Mesa, CA

Other Businesses

(1) PHASE FOUR FINANCIAL SOLUTIONS, INC. POSITION: Officer/Director NATURE: Business Entity for Tax/Investment Purposes INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 160 START DATE: 12/01/2023 ADDRESS: 8880 Rio San Diego Drive #1098, San Diego CA 92108, United States DESCRIPTION: Same as for Phase Four Financial Solutions. No change in any role, just added the S-Corp for tax purposes under the guidance of tax professional. (2) INSURANCE POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 8 START DATE: 01/17/1999 ADDRESS: 8880 Rio San Diego Drive #1098, San Diego CA 92108, United States DESCRIPTION: CA INSURANCE AGENT OFFERING VARIOUS TYPES OF INSURANCE PRODUCTS (3) TEULE KENYA BOARD MEMBER POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2022 ADDRESS: 2752 W. Canyon Ave., San Diego CA 92123, United States DESCRIPTION: Board Member for Non-Profit (4) GROVE CHURCH - BOARD MEMBER POSITION: Volunteer NATURE: Board Member or Officer (Profit or Non-Profit) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/04/2026 ADDRESS: 4562 Alvarado Canyon Rd., Suite E, San Diego CA 92120, United States DESCRIPTION: Provide encouragement and accountability to the lead pastor. Protect the established mission and vision of the church, - (this does not include strategy and execution, which are the responsibility of Lead Pastor). Oversee the financial condition of the church. Making significant stewardship decisions - Including annual budget, fair compensation for the Lead Pastor,approving land acquisitions and construction contracts etc. Advise the Lead Pastor, by offering wise counsel, primarily in financial and other practical business matters relating to the operation of the church. OTHER RESPONSIBILITIES Set policies for church. However, the day-to-day duties and administration are the responsibility of the church staff, not the Board. Approve the commissioning, licensing, and ordaining of staff for ministry. Assist Lead Pastor in determining compensation for the staff. Approve Housing allowance for qualified staff. Approve changes to church bylaws. Help Lead Pastor with succession strategy from one Lead Pastor to the next. Setamountof total budget that Lead Pastor or staff can exceed before having to get board approval. If an individual desires to donate something to a staff member valued over $5000, the Board should be notified. Assist the Grove Elders in the event of disputes between individuals in the church.

Exams

• S66 Uniform Combined State Law Examination
  2001-01-15
• S63 Uniform Securities Agent State Law Examination
  1999-07-28

Designations

Other Names

• Jeffrey Scott Boyd