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James Michael Boyd

Pension & Wealth Management Advisors

Waltham, MA

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Current Employers
Pension & Wealth Management Advisors

800 South Street Suite 160, Waltham, MA 02453 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-26
AZ RA APPROVED 2026-03-13
MA RA APPROVED 2026-02-19
CA RA APPROVED 2026-01-28
CO RA APPROVED 2026-01-28
CT RA APPROVED 2026-01-28
NY RA APPROVED 2026-01-28
RI RA APPROVED 2026-01-28
TX RA APPROVED 2026-01-28
  • FL RA
    APPROVED
    Since 2026-05-26
  • AZ RA
    APPROVED
    Since 2026-03-13
  • MA RA
    APPROVED
    Since 2026-02-19
  • CA RA
    APPROVED
    Since 2026-01-28
  • CO RA
    APPROVED
    Since 2026-01-28
  • CT RA
    APPROVED
    Since 2026-01-28
  • NY RA
    APPROVED
    Since 2026-01-28
  • RI RA
    APPROVED
    Since 2026-01-28
  • TX RA
    APPROVED
    Since 2026-01-28

Branch Locations

800 South Street Suite 160, Waltham, MA 02453 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Newton Investments Boston MA 11/2005 10/2022
Pension & Wealth Management Advisors Waltham MA 10/2023 Present
Unemployed West Newton MA 11/2022 09/2023
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-09-10
  • S63 Uniform Securities Agent State Law Examination
    1993-09-10
Designations
Other Names
  • Jim Boyd

View on SEC IAPD

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MONTIS FINANCIAL, LLC · WALTHAM, MA
PROSPECT HILL GROWTH PARTNERS, L.P. · WALTHAM, MA
BALLENTINE PARTNERS · WALTHAM, MA
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