Joshua Robert Boyce

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 12/2014 → Present
  D.A. Davidson & Co.
  Kalispell, MT

Other Businesses

1) JB Capital Holdings, LLC; investment-related; Kalispell, MT 59901; Rental Properties; Owner; Starting 12/1/2019; 2 hr/mo; no time devoted to the activity during securities trading hours; duties related to owning and managing rental properties. 2) LAKE HILLS HOMEOWNERS ASSOCIATION; NON-INVESTMENT RELATED; KALISPELL, MT; NON-PROFIT; VICE PRESIDENT; START 10/25/22; 2 HRS/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; VICE PRESIDENT OF MY NEIGHBORHOOD HOA. 3) MONTANA OFFICIALS ASSOCIATION; NON-INVESTMENT RELATED; HELENA, MT; NON-PROFIT; HIGH SCHOOL FOOTBALL OFFICIAL; START 8/1/22; 6 HRS/WK; NO TIME DEVOTED DURING SECURITITES TRADING HOURS; I OFFICIATE HIGH SCHOOL FOOTBALL GAMES.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-17