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Advisors / Massachusetts / South Boston
2yrs

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.

South Boston, MAFiduciary advisor

At a glance

Experience2 years (since 2024)
How that compares ?2 years in the industry
OfficeSouth Boston, MA
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$817,545
Advisors at the firm201
States licensed ?1 state

Services through Columbia Management Investment Advisers

Investment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersOther services

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.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. Nov 2025 – now

Questions to ask Jack

Tailored to Jack’s registration and firm.

  1. Who on your team supports you, and who reviews the recommendations you make?
  2. At a firm this size, will I work with you directly or with a service team?
  3. Your firm can charge performance-based fees. Would that apply to me?
  4. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  5. Where would my money be held, and will I get statements directly from that firm?
  6. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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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.

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