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JR

James E. Reany

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CRD#: 1203687
JR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

James Emmitt Reany, who also goes by James Emmit Reany Jr, James Emmitt Reany Jr, Jim Reany, was a registered financial professional .

James is a previously registered financial professional and started their career in finance in 1984. James had worked at 18 firms and has passed the Series 63, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


James Emmit Reany Jr | James Emmitt Reany Jr | Jim Reany

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

January 6, 2012 - July 19, 2012

FORESTERS EQUITY SERVICES, INC.

RIA
CRD#: 18464
PHOENIX, AZ
Past

November 15, 2011 - July 19, 2012

FORESTERS EQUITY SERVICES, INC.

BD
CRD#: 18464
SAN DIEGO, CA
Past

February 21, 2007 - November 8, 2011

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
PHOENIX, AZ
Past

February 9, 2007 - November 8, 2011

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
PHOENIX, AZ
Past

September 29, 2006 - February 13, 2007

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
PHOENIX, AZ
Past

September 20, 2006 - February 13, 2007

CETERA FINANCIAL SPECIALISTS LLC

BD
CRD#: 10358
PHOENIX, AZ
Past

July 19, 2005 - May 24, 2006

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

May 28, 2004 - July 11, 2005

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
ANAHEIM, CA
Past

February 25, 2004 - June 2, 2004

FINANCIAL WEST GROUP

BD
CRD#: 16668
RENO, NV
Past

March 7, 2003 - March 16, 2004

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
OMAHA, NE
Past

November 20, 2002 - February 20, 2003

NEW ENGLAND SECURITIES

BD
CRD#: 615
NEW YORK, NY
Past

May 14, 2002 - October 22, 2002

1717 CAPITAL MANAGEMENT COMPANY

BD
CRD#: 4082
NEWARK, DE
Past

September 22, 1997 - March 15, 2002

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

March 10, 1995 - May 28, 1997

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
HORSHAM, PA
Past

February 15, 1994 - March 22, 1995

PENTAD SECURITIES, INC.

BD
CRD#: 15161
SUN CITY, AZ
Past

September 1, 1992 - February 3, 1994

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 5181
BOSTON, MA
Past

September 1, 1992 - February 3, 1994

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
BOSTON, MA
Past

April 21, 1992 - June 26, 1992

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

April 17, 1991 - March 19, 1992

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

April 17, 1989 - March 25, 1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

BD
CRD#: 680
NEWARK, NJ
Past

April 17, 1989 - March 25, 1991

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
NEWARK, NJ
Past

March 6, 1987 - March 30, 1989

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
LOS ANGELES, CA
Past

April 24, 1984 - June 5, 1984

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
Past

April 24, 1984 - March 30, 1989

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/25/1984
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


FE
FORESTERS EQUITY SERVICES, INC.
FORESTERS EQUITY SERVICES, INC. | FORESTERS SECURITIES, INC.

CRD#: 18464 / SEC#: 801-77880, 8-36703

BD
Terminated by SEC on 02/11/2019
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Contact information


Main Address
6640 Lusk Blvd #a202, San Diego, CA 92121
Mailing Address
Phone number
Established
California since 05/15/1986
Firm type
Corporation
Fiscal year end
December
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART II (3/27/2018)

Direct owners and executive officers


NamePositionCRD#
THE INDEPENDENT ORDER OF FORESTERS ("IOF")OWNER
GERB, JASON HARRISCHIEF COMPLIANCE OFFICER3021815
GIL, JUDITH ELAINEVICE PRESIDENT COMPLIANCE2707895
MALECHUK, LAURA ANNFINANCIAL OPERATIONS PRINCIPAL1105982
MCDONOUGH, MARK EVP OPERATIONS4254608
REABURN, PAUL DOUGLASDIRECTOR4125521
SMITH, FRANK LEOPRESIDENT2080590
SMITH, FRANK LEODIRECTOR2080590

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FORESTERS EQUITY SERVICES, INC.

CRD#: 18464

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