Derek Boyd

Engaged in structured development program with investment professionals to enhance understanding of financial products, markets, and regulatory standards.

• Collaborated with team members to enhance knowledge of securities, portfolio construction, and risk management.
• Attended ongoing training sessions and discussions on investment concepts and industry regulations.
• Developed client-focused investment solutions through comprehensive training.

Collaborated with J.P. Morgan Advisors in Advisor Service Center to address complex client situations.

• Supported clients with portfolio inquiries and ensured effective account maintenance.
• Completed SIE exam to pursue financial licensing.

Evaluated client income, assets, liabilities, and long-term objectives to develop tailored financial strategies.

• Assisted in preparing recommendations aligned with each client’s risk tolerance and financial goals.
• Engaged clients to assess financial situations, goals, and concerns, providing key insights to the planning team.
• Collaborated with financial planners to create clear, goal-based financial plans for clients.