Jason T. Reeves

CONSORTIUM PRIVATE WEALTH LLC

SLIDELL, LA 70461

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CRD#: 6297093

Professional summary

Jason Timothy Reeves, who also goes by Jason T Reeves, is a registered financial advisor currently at CONSORTIUM PRIVATE WEALTH LLC located in Slidell, Louisiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason T 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.

1. 256 RESIDENTIAL HOUSING PARTNERS LLC, CONDUCTING RESEARCH TO FIND HOMES FOR THE LLC TO BUY, RENOVATE, AND RENT OUT, 0% OWNER, 15/HRS/WK

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Timothy Reeves'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®

None

Experience

Current

August 4, 2025 - Present

CONSORTIUM PRIVATE WEALTH LLC

Office #1: 1000 Caruso Blvd Ste 425, Slidell, LA 70461

RIA

CRD#: 325038

SLIDELL, LA

Past

December 12, 2022 - August 26, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

GRETNA, LA

Past

December 9, 2022 - August 26, 2024

EDWARD JONES

CRD#: 250

GRETNA, LA

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.

Highlighted states indicate IAR registrations

IAR

Louisiana
(8/4/2025)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/10/2014

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: 7/7/2014

General Securities Representative Examination

Current Firm

CONSORTIUM PRIVATE WEALTH LLC

CRD#: 325038 / SEC#: 801-127380

RIA

Registered Investment Advisory firm - (12/20/2023 Terminated)

Louisiana

Registered Investment Advisory firm - (12/19/2023 Approved)

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).

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Contact information

Main Address

1000 Caruso Blvd Ste 425, Slidell, LA 70461

Mailing Address

Phone number

(800) 980-5601

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	12
AUM (Assets Under Management)	$ 650,355

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 T. Reeves

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Timothy Reeves's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA INVESTMENT ADVISERS LLC

CETERA INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 10/10/2014

SIE

Date: 10/1/2018

Series 7

Date: 7/7/2014

Current Firm

CONSORTIUM PRIVATE WEALTH LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CONSORTIUM PRIVATE WEALTH LLC

TRUST BUT VERIFY

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