Joseph C. Reeves
Professional summary
Joseph Clifton Reeves II, who also goes by Joe Reeves II, Jr Reeves Ii, Joseph Clifton Reeves Ii, is a registered financial advisor currently at TRJ WEALTH MANAGEMENT, INC. located in Lincoln, Nebraska.
Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Joseph has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Joseph Clifton Reeves II's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 2, 2001 - Present
TRJ WEALTH MANAGEMENT, INC.
January 11, 2000 - June 26, 2009
FIRST ALLIED SECURITIES, INC.
July 3, 1989 - December 13, 1999
KFS BD, INC.
March 23, 1988 - June 20, 1989
FIRST LINCOLN INVESTMENTS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/2/2001)
Exams
Current Firm
TRJ WEALTH MANAGEMENT, INC.
CRD#: 128661 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 21 |
| AUM (Assets Under Management) | $ 2,668,286 |
Red Flags
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