Jim Boaz, AAMS - LPL Financial Advisor

Jim Boaz, AAMS - LPL Financial Advisor LPL Financial is the nation's largest independent investment brokerage firm (as reported by Financial Planning Magazine, June 1996-2020 (total revenue).

Financial Advisor, AAMS - Securities and advisory services offered through LPL Financial, a registered investment advisor - Member FINRA/SIPC (finra.org/sipc.org). AAMS: Accredited Asset Management Specialist is a professional designation provided by the College For Financial Planning for successfully completing required courses and tests. Since 1995, I've been working to help my clients pursue th

eir financial goals by providing investment management services, asset allocation strategies, portfolio reviews (in office or by phone), stock and mutual fund research reports, 401k rollovers, retirement income planning, estate planning, life changes planning, financial planning, education planning, estate planning, life changes planning. PRODUCTS*: stocks, bonds, CDs, mutual funds, annuities, IRAs, life insurance, 401(k)s, profit sharing plans, SEPs, Simple IRA plans.
* through LPL Financial

For a complimentary portfolio review or simply a second opinion on any investments that may be of concern to you, feel free to email me at [email protected]. Minimum Account Size: $100,000

For more information about LPL Financial go to: www.lpl.com
Disclosures: Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org/sipc.org)
Hyperlink to FINRA: www.finra.org and to SIPC: www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professional associated with this page may discuss ad/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

05/08/2026

The U.S. economy added jobs at a modest pace last month according to the Labor Department's April 2026 jobs report that was released on Friday.

04/15/2026
03/18/2026

While all eyes remain squarely focused on Iran, as it should be, lends an update on S&P 500 overall earnings expectations — which are holding up remarkably well and remain supportive of stock prices.

The team explains what’s driving the growth and why double-digit earnings growth in 2026 remains likely: https://bit.ly/3PorUIk

03/02/2026
02/26/2026

Is this year’s small-cap strength the start of a new cycle? Or simply a temporary spark within an already mature bull market?

lends perspective, including a historical review of similar periods, current-day dynamics, and what it all could mean going forward: https://bit.ly/4qY0ypN

02/26/2026

Amid headlines of tariffs and trade tensions, provides perspective into why the U.S. dollar has maintained such dominance in global trade.

The team weighs in and explains why the U.S. dollar is likely to remain the world’s dominant reserve currency: https://bit.ly/4rfRixr

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