Jon Boyd
Jon Boyd is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Show Low, AZ, with 38 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Show Low, AZ
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 1996Customer Dispute
April 1995Other Business ActivitiesSells Insurance
Jon is the President/Agent of Boyd Insurance Services, working as an independent insurance agent and dedicating nearly full-time hours to it. He also operates under the DBA Precision Wealth Management, marketing financial services including fixed insurance sales, securities, and investment advisory services, dedicating about a quarter of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Investment Advisors
Proequities, INC.Broker
Variable Investment Advisors, INC.Broker
Usallianz Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.