BP
PFS
BP
PFS

Boyd Jerod Pederson

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
495 advisors
Number of Clients
12,116 clients
Average Client Portfolio
$202K average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$50K
Loading...

Location

100 East Gothic Avenue, Gunnison, CO, 81230

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Boyd sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He also has several other business activities, including real estate rental properties, consulting, and board membership for a non-profit.

Employment History
Current Registrations
Equity Services, INC.Broker
August 2025 - Present · 6 mos
Equity Services, INC.
August 2025 - Present · 6 mos
Summit Global Investments, LLC
August 2023 - Present · 2 yrs 6 mos
Previous Registrations
Transamerica Financial Advisors, INCBroker
January 2012 - August 2023 · 11 yrs 7 mos
Transamerica Financial Advisors, INC.
January 2012 - August 2023 · 11 yrs 7 mos
Investment Advisors International, INC.
July 2006 - January 2012 · 5 yrs 6 mos
Intersecurities, INC.
April 2006 - August 2006 · 4 mos
World Group Securities, INC.Broker
April 2002 - January 2012 · 9 yrs 9 mos
Wma Securities, INC.Broker
February 2002 - April 2002 · 2 mos
State Registrations3 states
CACOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Boyd Jerod Pederson - Financial Advisor | TrueAdvisor