John C. Reis
Professional summary
John Clifford Reis, who also goes by John Reis, is a registered financial advisor currently at ERVIN INVESTMENT MANAGEMENT located in Solana Beach, California.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. John has worked at 2 firms and has passed the Series 2 exam.
At a Glance
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Clifford Reis's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 12, 2019 - Present
ERVIN INVESTMENT MANAGEMENT
December 3, 2018 - June 24, 2019
REIS INVESTMENT MANAGEMENT, INC.
August 25, 2004 - December 31, 2014
REIS INVESTMENT MANAGEMENT, INC.
Primary Firm SEC Registration
ERVIN INVESTMENT MANAGEMENT
CRD#: 299739 / SEC#: 801-114584
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/12/2019)
(4/12/2019)
Exams
Series 2
Date: 12/27/1993
Non-Member General Securities ExaminationCurrent Firm
ERVIN INVESTMENT MANAGEMENT
CRD#: 299739 / SEC#: 801-114584
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 259 |
| AUM (Assets Under Management) | $ 242,843,605 |
Red Flags
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