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About
Jonathan Boyack is an Associate at Evoke Advisors in Los Angeles, CA, where he supports the firm's wealth management and investment advisory services. In this role, he assists senior advisors in portfolio construction, client service, and investment research, contributing to the development and execution of tailored financial strategies for a diverse clientele.
His investment focus includes advising on multi-asset portfolios within the private wealth management sector, with particular attention to public equities, fixed income, and alternative investments. Boyack is involved in client servicing for high-net-worth individuals and families, assisting with sector-specific analysis and asset allocation recommendations.
Jonathan holds a Bachelor’s degree in Business/Commerce from Brigham Young University's Marriott School of Business. Before joining Evoke Advisors, he gained operational experience at Benrich Service Company and held roles in client-facing environments at Del Taco Restaurants Inc., enhancing his communication and service expertise.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Evoke Advisors | Associate | Unknown to Present | — |
| Benrich Service Company, Inc. | Collector | Oct 2019 to Dec 2019 | - Called customers regarding past due invoices to secure payment for work done - Collaborated with two co-workers weekly to set priorities and meet goals - Resolved disputes by verifying that work had... |
| Del Taco Restaurants Inc. | Food Service Worker | Aug 2016 to Sep 2017 | - Took hundreds of orders at the dine-in counter and drive-thru every day - Prepped ingredients, assembled food, and cleaned work and dining area - Held myself to a personal standard of excellence, ef... |
Education
Brigham Young University Marriott School of Business
Business/Commerce, General
2020 — 2024
Fountain Valley High School
High School Diploma, Total GPA 3.37
2013 — 2017
Others at Evoke Wealth, LLC (30)
| Name | Role | Location |
|---|---|---|
| Research Associate | Los Angeles, CA , United States | |
| Associate | Los Angeles, CA , United States | |
| Managing Partner | Los Angeles, CA , United States | |
| Managing Partner | Los Angeles, CA , United States | |
| Partner | Los Angeles, CA , United States | |
| Partner | Los Angeles, CA , United States | |
| Analyst | Los Angeles, CA , United States | |
| Partner | San Diego, CA , United States | |
| Managing Partner | Newport Beach, CA , United States | |
| Senior Associate | Los Angeles, CA , United States |
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