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Inactive

Jacob Boen

Gds Wealth Management

Flower Mound, TX

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Current Employers
Gds Wealth Management

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-11
  • TX RA
    APPROVED
    Since 2026-08-11

Branch Locations

2910 Lakeside Village Blvd, Flower Mound, TX 75022 • 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
Td Ameritrade Southlake TX 05/2021 05/2022
Wise Guys Pizzeria Roanoke TX 03/2019 05/2021
Fosters Sushi Roanoke TX 02/2019 03/2019
Amazon.cOm Fort Worth TX 03/2018 02/2019
Pappy's Pet Lodge Roanoke TX 06/2017 03/2018
Mi Cocina Fort Worth TX 05/2017 06/2017
Krispy Kreme Roanoke TX 01/2017 05/2017
Northwest High School Justin TX 08/2013 05/2017
Fidelity Investments Westlake TX 10/2022 01/2025
Charles Schwab And Co. Inc. Westlake TX 04/2022 10/2022
Farther Finance Los Colinas TX 07/2025 07/2026
N/A Los Colinas TX 01/2025 07/2025
Gds Wealth Management Flower Mound TX 07/2026 Present
  • 05/2021 → 05/2022
    Td Ameritrade
    Southlake, TX
  • 03/2019 → 05/2021
    Wise Guys Pizzeria
    Roanoke, TX
  • 02/2019 → 03/2019
    Fosters Sushi
    Roanoke, TX
  • 03/2018 → 02/2019
    Amazon.cOm
    Fort Worth, TX
  • 06/2017 → 03/2018
    Pappy's Pet Lodge
    Roanoke, TX
  • 05/2017 → 06/2017
    Mi Cocina
    Fort Worth, TX
  • 01/2017 → 05/2017
    Krispy Kreme
    Roanoke, TX
  • 08/2013 → 05/2017
    Northwest High School
    Justin, TX
  • 10/2022 → 01/2025
    Fidelity Investments
    Westlake, TX
  • 04/2022 → 10/2022
    Charles Schwab And Co. Inc.
    Westlake, TX
  • 07/2025 → 07/2026
    Farther Finance
    Los Colinas, TX
  • 01/2025 → 07/2025
    N/A
    Los Colinas, TX
  • 07/2026 → Present
    Gds Wealth Management
    Flower Mound, TX
Previous Registrations
  • 2023-01-31 → 2025-01-27
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-30
S63 Uniform Securities Agent State Law Examination 2021-09-21
  • S66 Uniform Combined State Law Examination
    2023-01-30
  • S63 Uniform Securities Agent State Law Examination
    2021-09-21
Other Names
  • Jacob Boen
  • Jacob William Boen

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
TRUADVISORS
EQUITABLE ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
J.P. MORGAN SECURITIES LLC
RIVERCHASE WEALTH MANAGEMENT, LLC

Other Investors

PAULA ANN CZAPKO
Trinidad Ochoa Stephens
WILLIAM LEE BOWLES
Andrea N Deeley
Janine Hartman
AARON FRANCIS
Thomas Joseph Ingram
Michelle Courtney

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
EDWARD JONES · Flower Mound, TX
LPL FINANCIAL LLC · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX
TRUADVISORS · Flower Mound, TX
EQUITABLE ADVISORS, LLC · FLOWER MOUND, TX
EDWARD JONES · FLOWER MOUND, TX

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