Jerry M. Reed
Professional summary
Jerry Maxwell Reed is a registered financial advisor currently at REED FINANCIAL located in Largo, Florida.
Jerry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Jerry has worked at 12 firms and has passed the Series 63, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
September 8, 2000 - Present
REED FINANCIAL
March 3, 2010 - September 17, 2010
SIGNATOR FINANCIAL SERVICES, INC.
November 6, 2008 - March 5, 2010
ALLIED BEACON PARTNERS, INC.
January 3, 2008 - October 31, 2008
FIRST FOUNDERS SECURITIES, INC.
March 30, 2006 - December 31, 2007
SECURITIES SERVICE NETWORK, LLC
September 1, 2004 - March 31, 2006
OSAIC WEALTH, INC.
December 20, 2002 - September 2, 2004
HIGH MARK SECURITIES, INC.
September 7, 2001 - January 7, 2003
FIRST SECURITY INVESTMENTS, INC.
October 21, 1996 - December 4, 2001
HORIZON CAPITAL, INC.
January 24, 1996 - October 9, 1996
IMS SECURITIES, INC.
March 23, 1994 - February 9, 1996
NORTHEAST SECURITIES, LLC
May 29, 1992 - May 12, 1994
VOYA FINANCIAL ADVISORS, 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
(9/8/2000)
Exams
Current Firm
REED FINANCIAL
CRD#: 141561 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,200,000 |
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.
