Richard D Boyd

Employer firm

J.p. Morgan Securities LLC CRD 79

$430B regulatory AUM 407,036 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 07/2019
  New York Life Insurance
  Arvada, CO
• 06/2014 → 07/2019
  Nylife Securities Llc
  Arvada, CO
• 07/2019 → 03/2020
  Ameriprise Financial Services, Inc
  San Diego, CA
• 01/2021 → 12/2021
  Reilly Finanical Advisors, Llc
  La Mesa, CA
• 02/2022 → 05/2022
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA
• 06/2022 → 10/2022
  Unemployed
  San Diego, CA
• 10/2022 → 04/2023
  Confidence Wealth Management
  Henderson, NV
• 10/2023 → 05/2024
  Securities America, Inc.
  National City, CA
• 10/2023 → 05/2024
  Pfg Advisors/Oasis Outsourccing
  National City, CA
• 09/2023 → 10/2023
  Unemployed
  San Diego, CA
• 05/2024 → 11/2024
  Cetera Investment Services Llc
  St Cloud, MN
• 05/2024 → 11/2024
  Cetera Investment Advisers Llc
  Encinitas, CA
• 11/2024 → 01/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2025 → 01/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 05/2025 → Present
  J.P. Morgan Securities Llc
  Irvine, CA
• 05/2025 → Present
  Jpmorgan Chase Bank, N.A.
  Irvine, CA
• 11/2024 → 01/2025
  Cooper Mcmanus/Mcmanus Wealth
  Irvine, CA
• 10/2023 → 11/2024
  Calcoast Financial
  San Deigo, CA
• 05/2023 → 08/2023
  Slt Lending
  San Diego, CA
• 07/2019 → 03/2020
  Sadena Inc
  San Diego, CA
• 02/2025 → 04/2025
  Unemployed
  Newport Beach, CA
• 04/2020 → 01/2021
  Unemployed
  San Diego, CA
• 01/2022 → 02/2022
  Unemployed
  San Diego, CA

Previous Registrations

• 2025-01-13 → 2025-02-05
  Cambridge Investment Research Advisors, Inc.
  Irvine, CA
• 2024-05-17 → 2024-11-15
  Cetera Investment Advisers Llc
  Encinitas, CA
• 2023-10-10 → 2024-05-19
  Pfg Advisors
  Chula Vista, CA
  National City, CA
  Chula Vista, CA
• 2022-10-17 → 2023-04-19
  Confidence Wealth Management, Inc.
  San Diego, CA
  Los Angeles, CA
• 2022-02-16 → 2022-05-27
  Dunham
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2021-01-26 → 2022-01-03
  Reilly Financial Advisors
  La Mesa, CA
• 2019-10-03 → 2020-03-18
  Ameriprise Financial Services, Llc
  San Diego, CA
  San Diego, CA
  Pasadena, CA

Exams

• S66 Uniform Combined State Law Examination
  2019-10-03
• S63 Uniform Securities Agent State Law Examination
  2016-03-25

Other Names

• Richard D Boyd
• Richard Daniel Boyd
• Richard Boyd
• Richard D. Boyd, Cfp
• Richard D. Boyd