Jack J Boyle

CRD 5705718 · Fidelity Brokerage Services LLC · Westlake, OH

IA RegisteredBroker

Also appears in the source record as: Jack Boyle; John J Boyle; John Joseph Boyle; John Boyle

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (5): Florida · Massachusetts · North Carolina · Ohio · Texas
Years in the industry (source record): 17
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (14)

From the source registration record · current first

Strategic Advisers LLCCurrent
Westlake, OH · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Medina, OH · BD capacity

Jan 9, 2024 → present
Fidelity Brokerage Services LLCCurrent
Westlake, OH · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Feb 20, 2024 → Mar 31, 2025
Northcoast Research Partners, LLC
IA capacity

Jun 23, 2023 → Nov 6, 2023
Northcoast Research Partners, LLC
BD capacity

Apr 13, 2022 → Nov 6, 2023
The Huntington Investment Company
BD capacity

Apr 30, 2020 → Mar 23, 2022
Huntington Financial Advisors
IA capacity

Apr 30, 2020 → Mar 23, 2022
Pnc Funds Distributor, LLC
BD capacity

Feb 23, 2017 → Nov 20, 2019
Pnc Capital Advisors LLC
IA capacity

Feb 24, 2017 → Nov 18, 2019
Pnc Investments
BD capacity

Jul 8, 2010 → Jan 24, 2017
Pnc Investments
IA capacity

Jul 8, 2010 → Jan 24, 2017
Edward Jones
IA capacity

Oct 13, 2009 → May 13, 2010
Edward Jones
BD capacity

Sep 25, 2009 → May 13, 2010

Source & corrections

Where this page comes from

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SEC IAPD record for CRD 5705718 ↗ FINRA BrokerCheck record for CRD 5705718 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

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