James T. Reeves
Professional summary
James Townsend Reeves, CFP®, who also goes by Jim Townsend Reeves, Jim Reeves, is a registered financial advisor currently at REEVES, JAMES, TOWNSEND located in Rancho Palos Verdes, California.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. James has worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Townsend Reeves's CRS (Customer Relationship Summary).
Certified licenses
Start date: 1994
Experience
August 21, 2020 - Present
REEVES, JAMES, TOWNSEND
February 6, 2004 - August 20, 2020
SSN ADVISORY, INC.
February 2, 2004 - August 20, 2020
SECURITIES SERVICE NETWORK, LLC
July 8, 1997 - January 30, 2004
SECURITIES AMERICA ADVISORS, INC.
November 21, 1995 - January 30, 2004
SECURITIES AMERICA, INC.
March 22, 1994 - November 24, 1995
SUNAMERICA SECURITIES, INC.
August 22, 1991 - February 28, 1994
AVANTAX INVESTMENT SERVICES, INC.
July 10, 1991 - August 16, 1991
CETERA WEALTH SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/21/2020)
Exams
Current Firm
REEVES, JAMES, TOWNSEND
CRD#: 310178 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 14,736,498 |
Red Flags
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