Jeremy J. Reznik

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CRD#: 5742149

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.

Jeremy Jon Reznik was a registered financial professional .

Jeremy is a previously registered financial professional and started their career in finance in 2010. Jeremy had worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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

March 1, 2012 - March 13, 2012

STRAIGHTLINE

RIA

CRD#: 127401

FINDLAY, OH

Past

April 25, 2011 - February 3, 2012

KEY INVESTMENT SERVICES LLC

CRD#: 136300

TOLEDO, OH

Past

April 9, 2010 - December 23, 2010

MORGAN STANLEY

RIA

CRD#: 149777

TOLEDO, OH

Past

January 1, 2010 - December 23, 2010

MORGAN STANLEY

CRD#: 149777

TOLEDO, OH

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".

STRAIGHTLINE

STRAIGHTLINE | STRAIGHTLINE GROUP, LLC | STRAIGHTLINE GROUP, L.L.C | STRAIGHTLINE ADVISORS

CRD#: 127401 / SEC#: 801-63408

RIA

Registered Investment Advisory firm - (8/11/2004 Approved)

Michigan

Registered Investment Advisory firm - (8/12/2004 Terminated)

Ohio

Registered Investment Advisory firm - (8/12/2004 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: 1/28/2010

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 12/30/2009

General Securities Representative Examination

Current Firm

STRAIGHTLINE

STRAIGHTLINE | STRAIGHTLINE GROUP, LLC | STRAIGHTLINE GROUP, L.L.C | STRAIGHTLINE ADVISORS

CRD#: 127401 / SEC#: 801-63408

RIA

Registered Investment Advisory firm - (8/11/2004 Approved)

Michigan

Registered Investment Advisory firm - (8/12/2004 Terminated)

Ohio

Registered Investment Advisory firm - (8/12/2004 Terminated)

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Contact information

Main Address

165 Kirts Blvd. Ste 100, Troy, MI 48084-5200

Mailing Address

Phone number

(248) 269-8366

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (36 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

STRAIGHTLINE PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,731
AUM (Assets Under Management)	$ 1,106,624,742

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/15/2024	Cover Page	Report
12/21/2023	Cover Page	Report
06/07/2022	Cover Page	Report

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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Jeremy J. Reznik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

STRAIGHTLINE

KEY INVESTMENT SERVICES LLC

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

STRAIGHTLINE

State Registrations and Notice Filings

Exams

Series 66

Date: 1/28/2010

Series 7

Date: 12/30/2009

Current Firm

STRAIGHTLINE

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

STRAIGHTLINE

TRUST BUT VERIFY

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