JB
JB

Jimmy Boyle

26 Years of Experience
Atlanta, TX
BrokerSells Insurance

Jimmy Boyle is a registered investment advisor, based in Atlanta, TX, with 26 years of industry experience.

Location

102 W. Hiram Street, Atlanta, TX, 75551

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jimmy is an agent for Avantax Insurance Agency and/or Avantax Insurance Services since 2019, spending about 10-20% of their time and may sell various annuity and insurance products. Jimmy also sells and services indexed annuities, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
December 2019 - September 2025 · 5 yrs 9 mos
Avantax Investment Services, INC.Broker
December 2019 - September 2025 · 5 yrs 9 mos
Raymond James Financial Services Advisors, INC
July 2009 - December 2019 · 10 yrs 5 mos
Raymond James Financial Services, INC.Broker
July 2009 - December 2019 · 10 yrs 5 mos
Wells Fargo Advisors, LLC
January 2008 - July 2009 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.
November 2002 - January 2008 · 5 yrs 2 mos
A. G. Edwards & Sons, INC.Broker
July 1999 - January 2008 · 8 yrs 6 mos
State Registrations2 states
LATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.