Stratos Wealth Partners
47yrs
Top advisor by experience in Arizona
19yrs
Jon Boyd
Full name on record: Jon Clair Boyd
Financial advisor at Cambridge Investment Research Advisors
Jon Boyd has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Scottsdale, Arizona. Jon has been with Cambridge Investment Research Advisors since 2013; before that, Jon spent six years at Concourse Financial Group Securities. Jon holds the ChFC designation.
One of 3468 advisors with offices in Scottsdale, and one of 3171 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 64% of advisors in Arizona
OfficeScottsdale, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$378,281
Advisors at the firm3,917
States licensed ?2 states
Services through Cambridge Investment Research Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2013 – nowCambridge Investment Research Advisors, Inc.Current firm
- 2007 – 2013Concourse Financial Group Securities, Inc.Previously
Contact Jon
(641) 472-5100Firm headquarters in Fairfield, IA. Ask for Jon. Scottsdale, AZOffice · Get directions Instagram pageCambridge Investment Research AdvisorsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jon
Tailored to Jon’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jon
How do I contact Jon?
Call Cambridge Investment Research Advisors at (641) 472-5100 and ask for Jon Boyd. Jon works from the Scottsdale, AZ office.
How long has Jon been a financial advisor?
Jon has been in the industry since 2007, about 19 years. More experience than 64% of advisors in Arizona.
What licenses does Jon hold?
Series 66. Tap any license on this page to see what it allows.
Is Jon a fiduciary?
Jon is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jon paid?
Cambridge Investment Research Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Jon for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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