JR
Jason A. Reeves
Some features on this profile are disabled
CRD#: 4865353
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.
Jason Alan Reeves, who also goes by Jason Alan Reeves I, Jason Alan Reeves, Jason Alan Reeves I, Jason Reeves I, Jason Reeves, was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2004. Jason had worked at 10 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Jason Alan Reeves I | Jason Alan Reeves | Jason Alan Reeves I | Jason Reeves I | Jason Reeves
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.
***Fixed Insurance; Not Investment Related; Chesterfield, MO; Agent; Fixed & Group LI & DI, P&C; Start Date: 05/01/2019; 10 hrs per month; 10 during trading hours. ***Encourage Minute 2007; Not Investment Related; Chesterfield, MO; Author; Self development book which focuses on inspiration and leadership principals.; Start Date: 01/01/2008; 0 hrs per month; 0 during trading hours. ***From Surviving to Thriving; Not Investment Related; Chesterfield, MO; Author; Faith-based book addressing giving to the ministry and it's benefits.; Start Date: 01/01/2011; 0 hrs per month; 0 during trading hours. ***Help Wanted; Not Investment Related; Chesterfield, MO; Author; Faith-based book addressing organizational management and involvement.; Start Date: 01/01/2011; 0 hrs per month; 0 during trading hours. ***Harvest Church of St. Louis; Not Investment Related; St. Louis, MO; Associate Pastor; Oversight of membership and discipleshiWASHINGTON UNIVERSITY POSITION: Fitness Instructor NATURE: Health and Fitness INVESTMENT RELATED: No NUMBER OF HOURS:p and the spiritual care of associated members and the overall administration of the ministry. Receives & counts collections from parishioners, 2 people oversee collection & counting of donations.; Start Date: 08/01/2011; 10 hrs per month; 0 during trading hours. ***Speed & Purpose Wellness Partners; Not Investment Related; Chesterfield, MO; Trainer; Provide personal & group fitness training, health coaching, and wellness consulting.; Start Date: 03/01/2015; 10 hrs per month; 0 during trading hours. ***Night Owl Wellness; Not Investment Related; Florissant, MO; Personal Training; DBA for Speed & Purpose OBA. Focus on delivering personal or group training, fitness, and nutritional classes.; Start Date: 03/01/2017; 10 hrs per month; 0 during trading hours. ***Storman-Lyons Leadership Academy; Not Investment Related; St Louis, MO; Headmaster (Administrator); Assisting schools as headmaster to address business structure, curriculum review and design, fundraising (no check writing or handling of funds), systems, technology, brand recognition, garnering parental and community support, and other business management needs; Start Date: 08/01/2019; 60 hrs per month; 0 during trading hours. ***Night Owl Financial Services LLC; Investment Related; St. Louis, MO; Owner; The purpose of the business is to market and place financial planning and business consulting including the marketing and sale of insurance and investment product. The DBA for my practices as I work with principal; Start Date: 11/01/2019; 240 hrs per month; 240 during trading hours. WASHINGTON UNIVERSITY POSITION: Manager of Fitness and Well-Being NATURE: Health and Fitness INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 25 START DATE: 06/24/2022 ADDRESS: 1 Brookings Drive, St. Louis MO 63130, United States DESCRIPTION: Manager of Fitness and Well-being. I will provide fitness instruction for groups and personal training for individuals. These classes will focus on strength and conditioning and yoga. I will provide oversight of instructors, personal trainers, and massage therapists. Not insurance or investment related.
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®
NoneExperience
Past
August 16, 2022 - December 15, 2023
CHELSEA ADVISORY SERVICES, INC
RIA
CRD#: 150791
St. Louis, MO
Past
August 12, 2022 - December 15, 2023
CHELSEA FINANCIAL SERVICES
BD
CRD#: 47770
STATEN ISLAND, NY
Past
May 10, 2019 - August 5, 2022
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
ST LOUIS, MO
Past
April 16, 2019 - August 5, 2022
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
ST LOUIS, MO
Past
May 2, 2018 - April 17, 2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
RIA
CRD#: 611
ST LOUIS, MO
Past
May 2, 2018 - April 17, 2019
MUTUAL OF OMAHA INVESTOR SERVICES, INC.
BD
CRD#: 611
ST LOUIS, MO
Past
November 28, 2016 - October 5, 2017
SCOTTRADE, INC.
BD
CRD#: 8206
ST LOUIS, MO
Past
January 21, 2014 - January 6, 2016
PNC WEALTH MANAGEMENT LLC
RIA
CRD#: 129052
EDWARDSVILLE, IL
Past
January 21, 2014 - January 6, 2016
PNC WEALTH MANAGEMENT LLC
BD
CRD#: 129052
EDWARDSVILLE, IL
Past
May 5, 2010 - January 22, 2014
VALIC FINANCIAL ADVISORS, INC.
RIA
CRD#: 42803
ST. LOUIS, MO
Past
April 26, 2010 - January 22, 2014
VALIC FINANCIAL ADVISORS, INC.
BD
CRD#: 42803
ST. LOUIS, MO
Past
January 2, 2009 - April 8, 2010
CBIZ FINANCIAL SOLUTIONS, INC.
RIA
CRD#: 16678
ST. LOUIS, MO
Past
January 2, 2009 - April 8, 2010
CBIZ FINANCIAL SOLUTIONS, INC.
BD
CRD#: 16678
ST. LOUIS, MO
Past
February 20, 2007 - November 13, 2008
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
CHESTERFIELD, MO
Past
January 22, 2007 - November 13, 2008
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
CHESTERFIELD, MO
Past
January 3, 2005 - October 3, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
CHESTERFIELD, MO
Past
December 3, 2004 - October 3, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
December 3, 2004 - October 3, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CHELSEA ADVISORY SERVICES, INC
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791 / SEC#: 801-112349
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)California
Registered Investment Advisory firm - (2/23/2018 Terminated)Connecticut
Registered Investment Advisory firm - (1/25/2018 Terminated)Georgia
Registered Investment Advisory firm - (3/29/2018 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)New Jersey
Registered Investment Advisory firm - (2/6/2018 Terminated)New York
Registered Investment Advisory firm - (1/24/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/25/2018 Terminated)South Carolina
Registered Investment Advisory firm - (1/24/2018 Terminated)Texas
Registered Investment Advisory firm - (1/24/2018 Terminated)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
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CHELSEA ADVISORY SERVICES, INC
CHELSEA ADVISORY SERVICES, INC
CRD#: 150791 / SEC#: 801-112349
RIA
Registered Investment Advisory firm - (1/19/2018 Approved)California
Registered Investment Advisory firm - (2/23/2018 Terminated)Connecticut
Registered Investment Advisory firm - (1/25/2018 Terminated)Georgia
Registered Investment Advisory firm - (3/29/2018 Terminated)Nevada
Registered Investment Advisory firm - (2/28/2018 Terminated)New Jersey
Registered Investment Advisory firm - (2/6/2018 Terminated)New York
Registered Investment Advisory firm - (1/24/2018 Terminated)Pennsylvania
Registered Investment Advisory firm - (1/25/2018 Terminated)South Carolina
Registered Investment Advisory firm - (1/24/2018 Terminated)Texas
Registered Investment Advisory firm - (1/24/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
242 Main Street, Staten Island, NY 10307
Mailing Address
Phone number
(718) 967-8400
Established
Firm type
Fiscal year end
# of Employees
22
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 536 |
| AUM (Assets Under Management) | $ 126,883,334 |
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.
