Jeremy J. Reed

GLR PARTNERS

COLUMBIA, MD 21045

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CRD#: 5929998

Professional summary

Jeremy Joseph Reed, CFP® is a registered financial advisor currently at GLR PARTNERS located in Columbia, Maryland and THE LEADERS GROUP, INC. located in Summit, New Jersey.

Jeremy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jeremy has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 34 and Series 3 exams.

Question & Answer

What are your service offerings?

Insurance Planning

Business Succession Planning

Investment Planning

Small Business Planning

Tax Planning

Employee and Employer Plan Ben...

Comprehensive Financial Planni...

Estate Planning

Retirement Planning

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

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.

1.) GLR PARTNERS - 5/16/25 - 8820 Columbia 100 Pkwy, Suite 230, Columbia, MD 21045 - Managing Partner, Financial Advisor/Business Operations, Invt Rel, RIA business, 200 hrs/mo; 20 hrs/mo (during trading hours). 2.) PRRV DEVELOPMENT LLC - 1/1/14 - 6412 Locust Lane, Sykesville, MD 21784 - Owner, Owns real estate, Not Invt Rel, Real Estate ownership, 2 hrs/mo; 0 hrs/mo (during trading hours).

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Joseph Reed's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 16, 2025 - Present

GLR PARTNERS

Office #1: 8820 Columbia 100 Parkway Suite 230, Columbia, MD 21045

RIA

CRD#: 334902

COLUMBIA, MD

Current

May 16, 2025 - Present

THE LEADERS GROUP, INC.

Office #1: 475 Springfield Ave, Summit, NJ 07901

CRD#: 37157

SUMMIT, NJ

Past

October 16, 2015 - May 29, 2025

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

BALTIMORE, MD

Past

October 16, 2015 - May 29, 2025

UBS FINANCIAL SERVICES INC.

CRD#: 8174

BALTIMORE, MD

Past

April 8, 2013 - October 20, 2015

MORGAN STANLEY

RIA

CRD#: 149777

COLUMBIA, MD

Past

January 22, 2013 - October 20, 2015

MORGAN STANLEY

CRD#: 149777

COLUMBIA, MD

Past

June 3, 2011 - September 17, 2012

BLACK INK WEALTH MANAGEMENT, INC.

RIA

CRD#: 120887

COLUMBIA, MD

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Delaware
(6/17/2025)

Florida
(6/17/2025)

Georgia
(6/17/2025)

Maryland
(5/16/2025)

IAR

Maryland
(5/16/2025)

New Jersey
(5/16/2025)

New York
(6/17/2025)

Pennsylvania
(6/4/2025)

Virginia
(6/17/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 2/8/2013

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 5/10/2011

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/2013

General Securities Representative Examination

General Industry/Product Exam

Series 34

Date: 7/22/2011

Retail Off-Exchange FOREX Examination

General Industry/Product Exam

Series 3

Date: 6/27/2011

National Commodity Futures Examination

SRO Registrations

FINRA

Current Firm

GLR PARTNERS

GLR PARTNERS | GLR PARTNERS, LLC

CRD#: 334902 / SEC#: 801-132581

RIA

Registered Investment Advisory firm - (5/15/2025 120-Day Approval)

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Contact information

Main Address

8820 Columbia 100 Parkway Suite 230, Columbia, MD 21045

Mailing Address

Phone number

(410) 446-9094

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLR PARNTERS ADV PART 2A 9-2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts	555
AUM (Assets Under Management)	$ 237,268,195

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeremy J. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeremy Joseph Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE LEADERS GROUP, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

MORGAN STANLEY

MORGAN STANLEY

BLACK INK WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 2/8/2013

Series 65

Date: 5/10/2011

SIE

Date: 10/1/2018

Series 7

Date: 1/21/2013

Series 34

Date: 7/22/2011

Series 3

Date: 6/27/2011

FINRA

Current Firm

GLR PARTNERS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLR PARTNERS

TRUST BUT VERIFY

Contact information

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