Jchristopher Boyd

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/2008 → 06/2020
  Asset Management Resources, Llc
  Hyannis, MA
• 06/2020 → 12/2023
  Asset Management Resources, Llc
  Hyannis, MA
• 01/2024 → Present
  Wealth Enhancement Group
  Hyannis, MA
• 01/2024 → Present
  Wealth Enhancement Advisory Services
  Hyannis, MA

Previous Registrations

• 2008-02-12 → 2024-01-09
  Asset Management Resources, Llc
  Centerville, MA
  Hyannis, MA
• 1998-03-30 → 2012-07-03
  Independent Advisers Group Corp
  Centerville, MA
• 1996-11-20 → 2008-03-05
  Osaic Fs, Inc.
  Centerville, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-08-07
• S63 Uniform Securities Agent State Law Examination
  1992-03-18

Designations

• Certified Financial Planner

Other Names

• James C Boyd
• James Christopher Boyd
• J Christopher Boyd