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Jonathan Boyack

Jonathan Boyack

Associate at Evoke Wealth, LLC

Los Angeles, CA , United States

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

OrganizationRoleDate RangeDetails
Evoke AdvisorsAssociateUnknown to Present
Benrich Service Company, Inc.CollectorOct 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 WorkerAug 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)

NameRoleLocation
Aidan Hussain
Aidan Hussain
Research AssociateLos Angeles, CA , United States
Amanda Beltran
Amanda Beltran
AssociateLos Angeles, CA , United States
Darell Krasnoff
Darell Krasnoff
Managing PartnerLos Angeles, CA , United States
Eric Bright
Eric Bright
Managing PartnerLos Angeles, CA , United States
Jason Lefton
Jason Lefton
PartnerLos Angeles, CA , United States
Joseph Warsavsky
Joseph Warsavsky
PartnerLos Angeles, CA , United States
Kimball Driggs
Kimball Driggs
AnalystLos Angeles, CA , United States
Kim Ip
Kim Ip
PartnerSan Diego, CA , United States
Larry Abrahams
Larry Abrahams
Managing PartnerNewport Beach, CA , United States
Loren Recinos
Loren Recinos
Senior AssociateLos Angeles, CA , United States
Showing 1-10 of 30 team members

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