AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
JR

Jeffrey Thomas Reeb

AUXAN CAPITAL ADVISORS
SPRINGFIELD, MO
·CRD# 6132827·13 years experience

Professional Summary

Jeffrey Thomas Reeb is a registered financial advisor currently at AUXAN CAPITAL ADVISORS, LLC located in Springfield, Missouri. Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jeffrey has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#
View profile

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

Years of Experience

13 years in the financial services industry

Current & Past Employments

AUXAN CAPITAL ADVISORS, LLC·CRD# 133061
RIA
2215 W Chesterfield Blvd Suite 10, Springfield, MO 65807
March 26, 2013 - Present

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

Current Firm

AC
AUXAN CAPITAL ADVISORS, LLC

AUXAN CAPITAL ADVISORS LLC | BLAICOL CAPITAL MANAGEMENT, LLC | AUXAN CAPITAL ADVISORS, LLC

CRD#: 133061
Arkansas
Registered Investment Advisory firm - Arkansas (6/29/2017 Approved)
Kansas
Registered Investment Advisory firm - Kansas (9/1/2022 Approved)
Louisiana
Registered Investment Advisory firm - Louisiana (5/16/2022 Approved)
Missouri
Registered Investment Advisory firm - Missouri (10/12/2004 Approved)
Ohio
Registered Investment Advisory firm - Ohio (6/1/2021 Approved)
Tennessee
Registered Investment Advisory firm - Tennessee (11/27/2023 Approved)
Texas
Registered Investment Advisory firm - Texas (7/14/2011 Approved)

Contact Information

Main Address

2215 W Chesterfield Blvd Suite 10, Springfield, MO 65807

Phone Number

(417) 268-9650

# of Employees

8

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

887

AUM (Assets Under Management)

$89,638,927

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

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.

DENT BOSS, INC (SELF EMPLOYED) NOT INVESTMENT RELATED 1235 E WALNUT SPRINGFIELD, MO 65802 PAINTLESS DENT REPAIR FOR INSURANCE CLAIMS OWNER/TECHNICIAN WORK FULL-TIME 6 MONTHS PER YEAR, APPROX APRIL THROUGH SEPTEMBER, DUE TO THE NATURE OF HAIL DAMAGE OCCURRING PRIMARILY IN THE SPRING AND SUMMER MONTHS. DUTIES INVOLVE SUBCONTRACTING FOR OTHER COMPANIES WHO ARE RESPONSIBLE FOR FIXING HAIL DAMAGED VEHICLES.

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

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.
IAR
Missouri
(3/26/2013)
IAR
Tennessee
(11/27/2023)
IAR
Texas
(12/1/2016)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Mar 2013About the Series 65 exam

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Thomas Reeb's CRS (Customer Relationship Summary).

Similar Advisors

Jeremy W Clark
Jeremy W Clark

PFS INVESTMENTS INC.

SPRINGFIELD, MO · CRD#
JR
Follow Jeffrey
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required