James Kyle Boyd

Current Employers

Employment History

• 02/2015 → 02/2021
  Fs Investment Solutions, Llc
  Philadelphia, PA
• 02/2021 → 09/2025
  Avantax Investment Services, Inc
  Wilmington, DE
• 02/2021 → 09/2025
  Avantax Advisory Services
  Wilmington, DE
• 02/2021 → Present
  Van Buren Financial Group Llc
  Wilmington, DE
• 02/2021 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Wilmington, DE
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Wilmington, DE
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 02/2026 → Present
  Fenstermacher And Company
  Wilmington, DE

Previous Registrations

• 2021-03-22 → 2025-09-05
  Avantax Advisory Services
  Wilmington, DE

Other Businesses

1) Van Buren Financial Group LLC~'IR'~615 West 18th Street~Wilmington~DE~19802~Other~Employee~2/15/2021~160hrs~130hrs~My duties will include managing portfolios, building models, financial planning and research on investments. All investments will be completed through Avantax. 2) AVANTAX INSURANCE AGENCY AND/OR AVANTAX INSURANCE SERVICES; POSITION: Insurance Agent NATURE: I may have the ability to sell any, or all of the following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 02/18/2021 ADDRESS: 615 W. 18th Street, Wilmington DE 19802, United States DESCRIPTION: ability to sell following products: variable annuities, fixed annuities, any/all types of index annuities, variable insurance 3) ASSOCIATION OF FINANCIAL EDUCATORS POSITION: Member NATURE: assist nonprofit org that works to promote financial literacy. As a member of the Association of Financial Educators, volunteer my time to conduct financial workshops to various companies & org. Through AFE will have access to 17 FINRA reviewed workshops (with letters of review), or use our own firm-approved materials. The firm currently works with countless B/Ds & directly with the federal government & is a member of the FDIC Money Smart Alliance, which recognizes organizations that contribute to their mission of promoting financial wellness. Members pay dues & they are expressly forbidden from selling, endorsing, or promoting any product or service. Their capacity is strictly educational. Members do not receive compensation for time, nor does AFE. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START: 09/2021 ADDRESS: 108 Wild Basin Road S, Suite 250, Austin TX 78746, United States DESCRIPTION: My responsibility would be to lead a workshop using their FINRA approved materials. 4) READING ASSIST POSITION: Board Member NATURE: ensure that management team is effectively & ethically carrying out strategy of non-profit. no compensation. attend a board meeting once a month, help with fundraising & community relations. INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START : 09/2021 ADDRESS: 100 West 10th Street, Wilmington DE 19801, United States DESCRIPTION: Use my independent judgment, intelligence, creativity and other resources to fulfill all functions and responsibilities to the best of my ability. Prepare, attend & participate in all regular & special board meetings. Prepare, participate in & attend standing committees of board as assigned, & ad-hoc committees or task forces as necessary. Support overall program's activities, events & appeals through participation & give. Strive to resolve within governance structure of org any grievance, disagreement or policy dispute prior to seeking support outside the org for a position contrary to that adopted by the org. 5) ICON GENESEE OWNER LLC POSITION: Limited partner NATURE: limited partnership investment in multi-family building in Syracuse, NY. no management authority. passive investment. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START: 01/2025 ADDRESS: 344 S Warren Street, Ste 202, Syracuse NY 13202, United States DESCRIPTION: No duties. 6) NAME OF OTHER BUSINESS: FENSTERMACHER AND COMPANY; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 2/2026, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 16, APX NUMBER OF HOURS DURING TRADING HOURS: 16, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2021-03-22
• S63 Uniform Securities Agent State Law Examination
  2014-10-06

Designations

Other Names

• James Kyle Boyd
• James Boyd