Jordan Boyd
Advisor at Wood Tarver Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Wood Tarver Financial
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Boise, ID 83716
Credentials
Series 65
Industry experience
2 years
Jordan Boyd is a Series 65-licensed financial advisor with Wood Tarver Financial in Boise, ID, where he has worked since 2019. He has two years of industry experience and previously held roles at Paylocity and Boise State University. Wood Tarver Financial provides wealth management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, institutions, and charitable organizations. The firm employs a Modern Portfolio Theory framework combined with multiple analytical approaches and offers portfolio management through a wrap fee program.
Based on Wood Tarver Financial
Based on Wood Tarver Financial
Fixed fee up to $2,500 per financial plan
$0 - $800,000: 1.00% $800,001 - $1,150,000: 0.90% $1,150,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.80% $4,000,001 - $6,000,000: 0.65% $6,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Up to $250 per hour for standalone Financial Planning
Account minimum: $350,000 Minimum fee: Clients with less than $350,000 may be charged a minimum rate of 1.20% annually Fee-only: Fixed fee up to $2,500 per plan or up to $250 per hour for standalone Financial Planning
3232 E Barber Valley Drive
Boise, ID 83716
Idaho
Wood Tarver Financial
2019 - Present (7 years)
Paylocity
2019 - 2019 (1 year)
Unemployed
2019 - 2019 (1 year)
Boise State Event Services
2017 - 2019 (2 years)
Boise State University
2015 - 2017 (2 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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