Licenses & Registrations Earned

  • Securities Registrations:
    • Series 6 Investment Company Products/Variable Contracts Representative Exam
    • Series 63 Uniform Securities Agent State Law Exam
    • Series 26 Investment Co. Products/Variable Contracts Principal Exam
    • Series 7 General Securities Representative Exam
    • Series 24 General Securities Principal Exam
    • Series 65 Uniform Investment Adviser Law Exam
  • Texas State Board of Insurance - Variable Contract Agent License
  • Texas State Board of Insurance - Group I Life License
  • State of Texas Real Estate Broker License

Professional Designations

  • Certified Financial Planner licensee
  • Certified Divorce Financial Analyst

Professional Relationships

  • Jerry Boda is a Investment Advisor Representative and Principal of Boda Financial Group, Inc., a Registered Investment Advisor for investment advisory services.
  • Jerry Boda is a Registered Representative, Registered Principal and Branch Manager of SagePoint Financial, Inc., a registered Broker-Dealer member FINRA and SIPC offering securities.