James Stephen Boyd

Current Employers

Employment History

• 11/1997 → 09/2025
  Avantax Investment Services, Inc.
  Nicholasville, KY
• 10/1997 → Present
  Transfer From Louisville, Ky.
  Tyler, TX
• 10/1997 → Present
  J. Stephen Boyd,C.P.A.
  Tyler, TX
• 07/2015 → 09/2025
  Avantax Insurance Agency, Llc
  Nicholasville, KY
• 03/1999 → 09/2025
  Avantax Advisory Services
  Nicholasville, KY
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Nicholasville, KY
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 11/2007 → Present
  Black Barn Farms Llc
  La Center, KY

Previous Registrations

• 1999-03-09 → 2025-09-05
  Avantax Advisory Services
  Nicholasville, KY

Other Businesses

1) JSB Marketing, Inc.~171 imperial way~nicholasville~KY~40356~Other~President~1/1/2000~10hrs~2hrs~Odd activities;Ex multi-level; non-profit/not revenue(mktng?). 2) boygan, inc.~171 imperial way~nicholasville~KY~40356~Rental Property Owner/Management~Partner/General Partner~6/15/2009~1hrs~0hrs~none- business not active-- shareholder with my children 3) J. STEPHEN BOYD, CPA, PSC~171 imperial way~nicholasville~KY~40326~Tax Preparation/Accounting~Tax Preparation/Accounting~11/1/1989~80hrs~50hrs~president 4) BOYD WEALTH MANAGEMENT POSITION: Avantax Representative NATURE: This is my Avantax business. Avantax has me as a representative by name of James Boyd. I use Boyd Wealth Management for website and advertising all things Avantax. I have had my website, email and all advertisements using Boyd Wealth Management approved in the past. INVESTMENT RELATED: Yes NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 12 START DATE: 02/17/1998 ADDRESS: 171 Imperial Way, Nicholasville KY 40356, United States DESCRIPTION: Please see above. This is my Avantax business and clients. 5) CHERRY STATION STORAGE FUND LLC. POSITION: Limited Partner NATURE: Owns a Self-Storage facility INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/01/2023 ADDRESS: 1227 N Peachtree Pkwy, Peachtree City GA 30269, United States DESCRIPTION: None-- limited partner-- invest $20,000; 6) NAME OF OTHER BUSINESS: BLACK BARN FARMS LLC; INVESTMENT RELATED: NO; ADDRESS: 100 KEVIL RD, LA CENTER, KY 42053; NATURE OF BUSINESS: FAMILY FARM; START DATE: 11/2007; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0.5; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: APPROVE LEASE WITH BROTHER;

Exams

• S63 Uniform Securities Agent State Law Examination
  1998-01-30