Jay Christian Boger

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 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

• 10/2014 → 12/2019
  Radio For One Studios, Llc
  Franklin, MI
• 07/2013 → 12/2019
  Jb Law, Plc
  Lake Orion, MI
• 11/2012 → 12/2019
  Jb Sportworks, Llc
  Lake Orion, MI
• 07/2016 → 12/2019
  Troy Soccer Club
  Troy, MI
• 01/2019 → Present
  Lpl Financial Llc
  Farmington Hills, MI

Other Businesses

1) 01/24/2020 - North Coast Wealth Management, LLC - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 01/2020 2) 01/24/2020 - JB SportsWorks, LLC - youth sport coaching and fitness training - non-inv rel - Lake Orion, MI - start: 11/2012 3) 01/24/2020 - JB Law, PLC - Law practice - non-inv rel - start: 07/2013 4) 05/4/2021 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Promissory Note Payable - Start Date: 3/1/2021 - 0 Hours Per Month/0 Hours During Securities Trading - $255,000, 5-year promissory note bearing interest at 3%, payable to Larry Rosenberg/David Fernquist. 5) 09/12/2023 - Michigan Jaguars FC - Not Investment Related - Novi, MI - Other - Youth Soccer Club Coach - Start Date 08/01/2023 - 20 Hours Per Month 0 Hours During Trading 6) 11/07/2024 - JB Financial Strategies, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Start Date 11/06/2024 - 0 Hours Per Month/ During Trading

Exams

• S66 Uniform Combined State Law Examination
  2020-03-13