Joseph Lennon Boyd

Employer firm

Convergence Financial CRD 304146

$904M 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

• 04/2017 → 03/2025
  Edward Jones
  St Louis, MO
• 03/2025 → Present
  Convergence Financial
  Branson, MO
• 04/2017 → 03/2025
  Edward Jones
  St. Louis, MO
• 01/2008 → 03/2017
  Public Water Supply District #3
  Branson, MO
• 04/2025 → Present
  Lpl Financial Llc
  Branson, MO

Previous Registrations

• 2017-07-07 → 2025-03-28
  Edward Jones
  Branson, MO
  St Louis, MO
  Springfield, MO
  Springfield, MO

Other Businesses

1)04/09/2025 - Legacy Group Financial Advisors - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 04/22/2025 - CONVERGENCE FINANCIAL, LLC - Investment Related - Registered Investment Advisor Hybrid - At reported business location - Start Date:03/12/2025 - 300 Hrs/Mth - 120 Hrs During Trading. I provide investment advisory services to Convergence Financial, LLC, an independent investment advisor firm. I started this business activity in 4/2025. I expect to spend approximately 300 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 07/01/2026- Joe Boyd- Non-Variable Insurance- Investment Related- At Reported Business Location(s) - Start Date 01/01/2025 - 15 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2017-04-28

Other Names

• Joe Boyd