JB
JB

James Boylan

19 Years of Experience
Broker

James Boylan is a registered investment advisor, based in Phoenixville, PA, with 19 years of industry experience.

Location

Phoenixville, PA

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

James is a Regional Director at Focus Partners Advisor Solutions, LLC, focusing on relationship management and new business development, dedicating full-time hours to this role. He also owns a beach rental property, spending minimal time on it.

Employment History
Current Registrations
Foreside Financial Services, LLC
October 2020 - Present · 5 yrs 6 mos
Foreside Financial Services, LLCBroker
October 2020 - Present · 5 yrs 6 mos
Focus Partners Advisor Solutions, LLC
July 2019 - Present · 6 yrs 9 mos
Previous Registrations
Sei Investments Management CORP
January 2008 - March 2019 · 11 yrs 2 mos
Sei Investments Distribution CO.Broker
April 2003 - December 2004 · 1 yr 8 mos
State Registrations13 states
CTDCDEMAMDMENHNJNYPARIVAVT
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.
James Boylan - Financial Advisor | TrueAdvisor