Jack Boylan
Financial advisor at Columbia Management Investment Advisers
Jack Boylan has worked in the financial industry for 2 years and is a fiduciary financial advisor based in South Boston, Massachusetts. Jack joined Columbia Management Investment Advisers in 2025, a firm offering investment management, private fund management, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and performance-based fees.
One of 29 advisors with offices in South Boston, and one of 26 fiduciaries.
At a glance
Services through Columbia Management Investment Advisers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Nov 2025 – nowColumbia Management Investment Advisers, LLCCurrent firm
Contact Jack
(800) 225-2365Firm headquarters in Boston, MA. Ask for Jack. South Boston, MAOffice · Get directions LinkedIn pageColumbia Management Investment AdvisersIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Jack
Tailored to Jack’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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
About Jack
How do I contact Jack?
Call Columbia Management Investment Advisers at (800) 225-2365 and ask for Jack Boylan. Jack works from the South Boston, MA office.
How long has Jack been a financial advisor?
Jack has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Jack hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jack a fiduciary?
Jack is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jack paid?
Columbia Management Investment Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Jack 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.