Evan Watson

REED FINANCIAL SERVICES

Cleveland, OH 44124

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CRD#: 6393279

Professional summary

Evan Watson, who also goes by Evan Thomas Watson, is a registered financial advisor currently at REED FINANCIAL SERVICES, INC. located in Cleveland, Ohio and APW CAPITAL, INC. located in Cleveland, Ohio.

Evan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Evan has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Evan Thomas Watson

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) Reed Financial Services, Inc.; Cleveland, OH; Service description: SEC registered Investment advisor; Start date: 04/01/2017; Title: Research Analyst/Trader; Duties: Responsible for research and due diligence and trading within the portfolios. (2) APW Capital, Inc.; Investment related; Rockaway, NJ ; Broker Dealer firm; Start date: 07/2017; Registered Assistant; Less than 5% of professional time spent per month during trading hours; duties include trading and research analyst.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Watson'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

February 5, 2020 - Present

REED FINANCIAL SERVICES, INC.

Office #1: 5885 Landerbrook Drive Suite 110, Cleveland, OH 44124

RIA

CRD#: 112179

Cleveland, OH

Current

July 31, 2017 - Present

APW CAPITAL, INC.

Office #1: 5885 Landerbrook Dr., Suite 110, Cleveland, OH 44124

CRD#: 43814

Cleveland, OH

Past

August 11, 2016 - April 24, 2017

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

VALLEY VIEW, 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".

REED FINANCIAL SERVICES, INC.

JAMES REED FINANCIAL SERVICES, INC. | REED JAMES FINANCIAL SERVICES INC | REED FINANCIAL SERVICES, INC.

CRD#: 112179 / SEC#: 801-35002

RIA

Registered Investment Advisory firm - (8/17/1989 Approved)

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

Ohio
(7/31/2017)

IAR

Ohio
(2/5/2020)

IAR

Texas
(8/10/2022)

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

IAR

Series 66

Date: 7/31/2020

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: 8/11/2016

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

REED FINANCIAL SERVICES, INC.

JAMES REED FINANCIAL SERVICES, INC. | REED JAMES FINANCIAL SERVICES INC | REED FINANCIAL SERVICES, INC.

CRD#: 112179 / SEC#: 801-35002

RIA

Registered Investment Advisory firm - (8/17/1989 Approved)

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Contact information

Main Address

5885 Landerbrook Drive Suite 110, Cleveland, OH 44124

Mailing Address

Phone number

(216) 464-2090

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

JAMES REED FINANCIAL SERVICES, INC. FORM ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	1,143
AUM (Assets Under Management)	$ 345,805,007

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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Evan Watson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Evan Watson's CRS (Customer Relationship Summary).

Certified licenses

Experience

REED FINANCIAL SERVICES, INC.

APW CAPITAL, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

Primary Firm SEC Registration

REED FINANCIAL SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 7/31/2020

SIE

Date: 10/1/2018

Series 7

Date: 8/11/2016

FINRA

Current Firm

REED FINANCIAL SERVICES, INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REED FINANCIAL SERVICES, INC.

TRUST BUT VERIFY

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