Jason A. Reeves

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CRD#: 4865353

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"?

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.

The advisor shows no other business activity.

Blog Corner

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®

None

Experience

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

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.

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.

CRD#: 611

ST LOUIS, MO

Past

November 28, 2016 - October 5, 2017

SCOTTRADE, INC.

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

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.

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.

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.

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

CRD#: 6321

MINNEAPOLIS, MN

Past

December 3, 2004 - October 3, 2005

AMERIPRISE FINANCIAL SERVICES, LLC

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/1/2004

General Securities Representative Examination

Current Firm

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)

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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

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHELSEA ADVISORY ADV 2A - FEBRUARY 2026 (2/18/2026)

Regulatory assets under management

Total Number of Accounts	547
AUM (Assets Under Management)	$ 147,350,970

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.

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Advisor Monitoring

Firm Stability Insights

Jason A. Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CHELSEA FINANCIAL SERVICES

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

SCOTTRADE, INC.

PNC WEALTH MANAGEMENT LLC

PNC WEALTH MANAGEMENT LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

PRINCIPAL SECURITIES, INC.

PRINCIPAL SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CHELSEA ADVISORY SERVICES, INC

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2004

SIE

Date: 10/1/2018

Series 7

Date: 12/1/2004

Current Firm

CHELSEA ADVISORY SERVICES, INC

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHELSEA ADVISORY SERVICES, INC

TRUST BUT VERIFY

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