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Vice President · Boyce & Associates Wealth Consulting, Inc.

Jonathan M. McQuade

CRD 5677776 · Named on Form ADV at one SEC-registered adviser

At a glance

Boyce & Associates Wealth Consulting, Inc., an SEC-registered wealth manager based in Cedar Park, TX with $245 million in regulatory assets, lists Jonathan M. McQuade on its Form ADV as Vice President, a control person.

Firms and roles

AtlasMembers

Jonathan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Eric C. BoyceManaging Member & Chief Compliance Officer, Boyce & Associates Wealth Consulting, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jonathan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.