Richard D Boyd

CRD 6072577 · J.P. Morgan Securities LLC · Irvine, CA

IA RegisteredBroker

Also appears in the source record as: Richard Daniel Boyd; Richard D. Boyd; Richard Boyd; Richard D. Boyd, Cfp

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): Series 7TOSIESeries 6Series 66Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 9
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: J.P. Morgan Securities LLC
Firm CRD: 79
SEC number: 801-3702
Assets under management: $429.7B as of Jun 30, 2026
Website: wealthpartners.jpmorgan.com ↗
Phone: 800-999-2000
Firm location: New York, NY, 10017

Employment history (15)

From the source registration record · current first

J.P. Morgan Securities LLCCurrent
Irvine, CA · IA capacity

start not retrieved → present
J.P. Morgan Securities LLCCurrent
Irvine, CA · BC capacity

start not retrieved → present
Cambridge Investment Research Advisors, Inc.
Irvine, CA · IA capacity

Jan 13, 2025 → Feb 5, 2025
Cambridge Investment Research, Inc.
Irvine, CA · BC capacity

Nov 19, 2024 → Feb 5, 2025
Cetera Investment Advisers LLC
Encinitas, CA · IA capacity

May 17, 2024 → Nov 15, 2024
Cetera Investment Services LLC
Encinitas, CA · BC capacity

May 17, 2024 → Nov 15, 2024
Securities America, Inc.
Chula Vista, CA · BC capacity

Oct 4, 2023 → May 21, 2024
Pfg Advisors
National City, CA · IA capacity

Oct 10, 2023 → May 19, 2024
Confidence Wealth Management, LLC
San Diego, CA · IA capacity

Oct 17, 2022 → Apr 19, 2023
Dunham & Associates Investment Counsel, Inc.
San Diego, CA · IA capacity

Feb 16, 2022 → May 27, 2022
Dunham & Associates Investment Counsel, Inc.
San Diego, CA · BC capacity

Feb 16, 2022 → May 27, 2022
Reilly Financial Advisors
La Mesa, CA · IA capacity

Jan 26, 2021 → Jan 3, 2022
Ameriprise Financial Services, LLC.
Pasadena, CA · IA capacity

Oct 3, 2019 → Mar 18, 2020
Ameriprise Financial Services, LLC
Pasadena, CA · BC capacity

Jul 8, 2019 → Mar 18, 2020
Nylife Securities LLC
Denver, CO · BC capacity

Jul 23, 2014 → Jul 9, 2019

Source & corrections

Where this page comes from

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