Keefer Dale Boyd

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

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

Current Employers

Employment History

• 10/2018 → 01/2022
  J.P. Morgan Securities, Llc
  Mesquite, TX
• 09/2018 → 12/2020
  Legacy Capital Investment Llc
  Mesquite, TX
• 01/2014 → 01/2022
  Jpmorgan Chase Bank, N.A.
  Mesquite, TX
• 11/2016 → 01/2017
  Amazon.COm, Inc.
  Coppell, TX
• 06/2019 → 12/2020
  Amazon
  Wilmer, TX
• 01/2022 → Present
  Fisher Investments
  Plano, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-22
• S63 Uniform Securities Agent State Law Examination
  2019-03-15

Other Names

• Keefer D Boyd
• Keefer Boyd
• Keefer Dale Boyd