Jeffrey Paul Boysen

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 11/2019 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Gilbert, AZ
• 07/2019 → 10/2019
  Turnbull Law Group
  Tempe, AZ
• 01/2017 → 02/2018
  Fitness International Dba La Fitness
  Phoenix, AZ
• 10/2015 → 12/2016
  Access Fitness
  Bozmean, MT
• 09/2015 → 12/2016
  Complete Nutrition
  Bozeman, MT
• 02/2015 → 12/2016
  Bar Ix
  Bozeman, MT
• 08/2010 → 12/2016
  Montana State University
  Bozeman, MT
• 10/2012 → 10/2020
  Us Army/National Guard
  Bozeman/Billings (Mt) And Phoenix, AZ
• 01/2017 → 02/2017
  Brat Haus
  Scottsdale, AZ
• 02/2022 → 07/2024
  Bank Of America, N.A.
  Gilbert, AZ
• 01/2026 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 01/2026 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 01/2026 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX
• 07/2024 → 02/2025
  Eisenherz Defense Technologies / For Safety Inc.
  Phoenix, AZ
• 08/2022 → Present
  J.P.BOysen & Co. Llc
  Cave Creek, AZ

Previous Registrations

• 2021-01-05 → 2024-07-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
  New York, NY
  Gilbert, AZ
  Scottsdale, AZ

Other Businesses

(1)Name of the other business: JEKE Property Management LLC Whether the business is investment-related: YES Address of the other business: Cave Creek, AZ Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Manager The start date of your relationship: Nov 10, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I am the manager of the LLC (2)Name of the other business: LegacyX Diversified, LLC Whether the business is investment-related: Yes Address of the other business: Cave Creek, AZ Nature of the other business: Real Estate/Rental Property Your position, title, or relationship with the other business: Manager The start date of your relationship: Nov 09, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: I J.P.Boysen &Co. is the managing member of this LLC (3)Name of the other business: J.P.Boysen &Co., LLC Whether the business is investment-related: No Address of the other business: Cave Creek, AZ Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Owner, President, CEO The start date of your relationship: Aug 16, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Parent and operating company for general business activities and contract position(s) (First Command)

Exams

• S66 Uniform Combined State Law Examination
  2021-01-02

Other Names

• Jeff Paul Boysen
• Jeff Boysen