JP
James Paul Boulay
CRD 2652010
Certified Financial Planner
Personal Financial Specialist
Firms
| Firm | Role | As of |
|---|---|---|
| Lutz Financial Services, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Lutz Financial Services, Llc
Managing Member & Chief Compliance Officer · 10% – 25% · Jun 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗