Harvey R. Boshart, CFA®
Harvey Boshart is a Managing Director, Financial Advisor and Portfolio Manager with J.P. Morgan Securities, LLC in Boston, the wealth management division of J.P. Morgan. He provides investment management guidance for clients of the Fagan Boshart Group by drawing extensively on J.P. Morgan’s strategists, economists and analysts to provide advice on asset allocation and manager selection. Harvey pays particular attention to the risk level of a portfolio in order to assure that clients protect their purchasing power and do not assume unnecessary risk in order to meet their income and growth goals. Utilizing both passive and active management strategies, Harvey constructs asset allocations that focus on taking advantage of the opportunities he identifies for outperformance over market cycles.
Prior to joining J.P. Morgan Securities’ predecessor firm, Bear Stearns, in 2006, Harvey worked in various capacities at Lehman Brothers for six years.
Harvey is a graduate of Clarkson University, where he earned a B.S. degree in Civil and Environmental Engineering. He went on to serve as a Captain in the U.S. Army after which he earned his M.B.A. in Finance, with high honors, from Boston University. In 2004, Harvey received his Chartered Financial Analyst (CFA) designation, a respected and recognized investment designation in the financial services industry. Harvey’s educational background, investment knowledge and attention to detail are vital components in constructing portfolios aligned with each client’s specific risk tolerance.
Harvey and his wife, Deborah, live in Weston, MA with their son, daughter and yellow lab. As the former chairman of the Town of Weston Finance Committee, Harvey stays actively involved in his town’s governance. In his spare time, he enjoys fly fishing, basketball and spending time with his family in Maine.
Registered States: AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, KY, MA, MD, ME, MN, MO, NC, NH, NJ, NM, NY, NV, OH, PA, RI, SC, TX, VA, VT, WA, WI, WY
The views and strategies described may not be suitable for all investors. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. Securities are offered by J.P. Morgan Securities LLC. ("JPMS"), member FINRA and SIPC. When JPMS acts as a broker-dealer, a client's relationship with us and our duties to the client will be different in some important ways than a client's relationship with us and our duties to the client when we are acting as an investment advisor. A client should carefully read the agreements and disclosures received (including our Form ADV disclosure brochure, if and when applicable) in connection with our provision of services for important information about the capacity in which we will be acting.
This document provides information about the brokerage and investment advisory services provided by J.P. Morgan Securities LLC ("JPMS"). The agreements entered into by and disclosures provided to clients with respect to the different products and services provided by JPMS should be carefully read (including our Form ADV disclosure brochure, if and when applicable), which contain important information, including our provision of services for important information about the capacity in which we will be acting. We encourage clients to speak to their JPMS representative regarding the nature of the products and services and to ask any questions they may have about the difference between brokerage and investment advisory services, including the obligation to disclose conflicts of interests and to act in the best interests of our clients.
Bank products and services are offered through JPMorgan Chase Bank, N.A. and its affiliates. Securities are offered by J.P. Morgan Securities LLC and Clearing and Custody by J.P. Morgan Clearing Corp., both are members of FINRA and SIPC. J.P. Morgan Securities LLC and J.P. Morgan Clearing Corp are affiliates of JPMorgan Chase Bank, N.A.
Investment products: Not FDIC insured • No bank guarantee • May lose value