Jonathan Mathew Mcquade

Employer firm

Boyce & Associates Wealth Consulting, Inc. CRD 288157

$245M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 06/2016 → 04/2017
  Austin Wealth Management, Llc
  Austin, TX
• 05/2017 → 11/2018
  Seven Cedars Wealth Management Llc
  Austin, TX
• 11/2018 → Present
  Bka Wealth Consulting, Inc.
  Austin, TX

Previous Registrations

• 2017-09-25 → 2018-12-19
  Seven Cedars Wealth Management Llc
  Austin, TX
• 2016-07-15 → 2017-11-17
  Austin Wealth Management, Llc
  Austin, TX
• 2015-07-07 → 2016-04-12
  Lakeview Financial Group Llc
  Seattle, WA
• 2014-03-31 → 2016-04-01
  Cetera Wealth Services, Llc
  Seattle, WA

Other Businesses

Jonathan McQuade spends 15 hours per month working with the Lake Travis youth Association as a Youth Referee Assignor for the Soccer Club. His start date for this activity in August of 2018 and it is not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2014-03-21

Designations

• Certified Financial Planner