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Jack Boylan

Investment Adviser Representative at Columbia Management Investment Advisers, LLC

Boston, MACRD #7963522Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
2 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jack Boylan is an investment adviser representative with Columbia Management Investment Advisers, LLC in Boston, MA, where they have been registered since 2025. They have worked in the securities industry since 2024 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Massachusetts.

Office

290 Congress Street
Boston, MA 02210

Advisors at this office: 135

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Massachusetts
Broker:
20 states and territories

Connecticut, Delaware, District of Columbia, Illinois, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Puerto Rico, Rhode Island, Vermont, Virginia, West Virginia

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/16/2025
Series 63
Uniform Securities Agent State Law Examination
Passed 9/27/2024
Series 7
General Securities Representative Examination
Passed 9/18/2024
SIE
Securities Industry Essentials Examination
Passed 8/15/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Columbia Management Investment Advisers, LLCCurrent
11/4/2025 – Boston, MA
Columbia Management Investment Distributors, Inc.Current
9/17/2025 – South Boston, MA
Fidelity Brokerage Services LLC
9/18/2024 – 8/1/2025Smithfield, RI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Fidelity Investments
    Jul 2024 – Jul 2025Smithfield, RI
  2. Milton Hoosic CLUB
    Apr 2017 – Aug 2020Canton, MA
  3. NFP Health
    Jun 2021 – Aug 2021Braintree, MA
  4. Unemployed
    Jul 2014 – Apr 2017Milton, MA
  5. NFP Health
    Jun 2023 – Aug 2023Braintree, MA
  6. Bryant University
    Aug 2020 – May 2024Smithfield, RI
  7. NFP Health
    Jun 2022 – Aug 2022Braintree, MA
  8. Nantasket Flatts
    May 2024 – Jun 2024Hull, MA
  9. Granite Links GOLF
    Jun 2023 – Aug 2023Quincy, MA
  10. Columbia Management Investment Distributors, Inc
    Aug 2025 – no end date reportedBoston, MA
  11. Columbia Management Investment Advisers, LLC
    Oct 2025 – no end date reportedBoston, MA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Columbia Management Investment Advisers, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
  • Performance-based fees

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Businesses and InstitutionsSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsInvestment CompaniesPooled VehiclesPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporationsOther

Firm assets under management

$25B+

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
196
Offices listed on AdvisorFinder:
10
Main office:
Boston, MA
SEC file number:
801-25943

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 23, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jack Boylan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Jack Boylan (Columbia Management Investment Advisers)