Biography

Joan E. Boros, Esq. (Of Counsel) is in Jorden Burt LLP's Washington, D.C. office.  Her securities, corporate, and insurance law practice experience includes all aspects of the design, organization, qualification, state and federal registration, and compliance of  generally available and special purpose investment companies and variable insurance products registered under the Federal securities laws, including the Investment Company Act of 1940.  She has parallel experience with related entities and statutes, such as investment advisers and broker-dealers under the Investment Advisers Act of 1940, the Securities Exchange Act of 1934 and FINRA.  She also provides analysis and advice with regard to the status of certain offerings, such as traditional fixed and fixed indexed products under the federal securities laws. She is a frequent contributor to industry publications, and has co-chaired a Practising Law Institute seminar, “Understanding the Securities Products of Insurance Companies,” for 15 years. Joan Boros also co-chaired the ALI-ABA Conference on Life Insurance Company Products for 9 years. She was a co-founder of the National Association for Fixed Annuities (NAFA), serving as a Board member from its inception in 1997 until 2007. She currently serves as a Board member of the Retirement Income Industry Association (RIIA) and Chair of its Compliance Committee.  Joan Boros gained her experience as an Attorney-Advisor in the Office of the Solicitor, U.S. Department of Labor and in the Division of Investment Management, U.S. Securities and Exchange Commission from 1980 to 1983, and as a private attorney specializing in these matters since 1983.  Born in New York, Ms. Boros was admitted to the D.C. and Maryland Bars in 1980.  She received her law degree (J.D., with honors, Order of the Coif) from the University of Maryland - School of Law in 1980.  She attended Vassar College and George Washington University (B.A. 1957).  Prior to entering law school, Ms. Boros was a business promotion and marketing consultant to foreign businesses and governments.