James Lawton Boykin

Employer firm

LPl Enterprise, LLC CRD 8733

$24.9B regulatory AUM 12,118 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2016 → 11/2024
  Pruco Securities, Llc.
  Uniontown, OH
• 08/2016 → Present
  Prudential Insurance Company Of America
  Uniontown, OH
• 08/2018 → Present
  Maranatha Bible Church
  Akron, OH
• 11/2024 → Present
  Lpl Enterprise, Llc
  Uniontown, OH

Previous Registrations

• 2016-11-09 → 2024-11-14
  Pruco Securities, Llc.
  Mayfield Heights, OH
  Uniontown, OH
  Uniontown, OH

Other Businesses

1) 02/26/2025-James L Boykin-P&C Agent-Property and Casualty-Inv Related-At Uniontown, OH- Start date 07/01/2021-5hrs/mth-5hrs/mth during trading 2) -02/24/2025-James L Boykin-Coach/ Sports/ Fitness-Not Inv Related-At Uniontown, OH-Start date 12/01/2024-40hrs/mth-0hrs/mth during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-23
• S63 Uniform Securities Agent State Law Examination
  2016-08-10

Other Names

• Jay Boykin