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Jonathan Reed

FORESIDE FINANCIAL SERVICES

Portland, ME 04101

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CRD#: 6583829

Professional summary

Jonathan Reed, who also goes by Jonathan Grahm Reed, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Portland, Maine and PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC located in Portland, Maine.

Jonathan is registered as a RR (Registered Representative) and started their career in finance in 2016. Jonathan has worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

No

Aliases

Jonathan Grahm Reed

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) - BD

Click below to view Jonathan Reed's 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

September 7, 2022 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 148477

Portland, ME

Current

September 7, 2022 - Present

PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 143809

Portland, ME

Current

September 7, 2022 - Present

IMST DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 130745

Portland, ME

Current

September 7, 2022 - Present

STERLING CAPITAL DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 103934

Portland, ME

Current

September 7, 2022 - Present

QUASAR DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 103848

Portland, ME

Current

September 7, 2022 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 46106

Portland, ME

Current

September 7, 2022 - Present

NORTHERN FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 45943

Portland, ME

Current

September 7, 2022 - Present

MGI FUNDS DISTRIBUTORS, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 35682

Portland, ME

Current

September 7, 2022 - Present

FORESIDE FUNDS DISTRIBUTORS LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 31334

Portland, ME

Current

September 7, 2022 - Present

FUNDS DISTRIBUTOR, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 7174

Portland, ME

Current

December 11, 2023 - Present

FORESIDE GLOBAL SERVICES, LLC

Office #1: 190 Middle Street Suite 301, Portland, ME 04101

BD

CRD#: 147382

Portland, ME

Past

September 7, 2022 - December 31, 2022

FORESIDE DISTRIBUTION SERVICES, L.P.

BD

CRD#: 15634

Palm Harbor, FL

Past

September 7, 2022 - October 11, 2023

COMPASS DISTRIBUTORS, LLC

BD

CRD#: 172662

Palm Harbor, FL

Past

January 21, 2022 - September 1, 2022

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Palm Harbor, FL

Past

April 8, 2021 - December 31, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

Palm Harbor, FL

Past

April 7, 2021 - September 1, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD

CRD#: 6694

ST. PETERSBURG, FL

Past

April 7, 2021 - September 1, 2022

RAYMOND JAMES & ASSOCIATES, INC.

BD

CRD#: 705

ST. PETERSBURG, FL

Past

July 26, 2018 - March 30, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

MIDDLETOWN, RI

Past

July 26, 2018 - March 30, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD

CRD#: 7691

MIDDLETOWN, RI

Past

March 7, 2018 - May 22, 2018

CITIZENS SECURITIES, INC.

RIA

CRD#: 39550

PROVIDENCE, RI

Past

February 10, 2016 - May 22, 2018

CITIZENS SECURITIES, INC.

BD

CRD#: 39550

PROVIDENCE, RI

State Registrations and Notice Filings

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

RR

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

RR

Florida
(9/8/2022)

RR

Maine
(9/8/2022)

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 3/6/2018

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 4/1/2016

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 2/10/2016

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

RR

Series 24

Date: 12/13/2017

General Securities Principal Examination

SRO Registrations

RR

FINRA

Current Firm

FG

FORESIDE GLOBAL SERVICES, LLC

FORESIDE GLOBAL SERVICES, LLC | RJB DISTRIBUTORS, LLC | HIGHMARK FUNDS DISTRIBUTORS, LLC | HIGHMARK FUNDS DISTRIBUTORS, INC. | FUND SOURCE US, LLC

CRD#: 147382 / SEC#: , 8-67903

BD

Broker-Dealer Firm Regulated by FINRA (Boston district office)

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Contact information

Main Address

190 Middle Street Suite 301, Portland, ME 04101

Mailing Address

190 Middle Street Suite 301, Portland, ME 04101

Phone number

(866) 251-6920

Established

Delaware since 01/30/2012

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (53 States and Territories)

Documents

Direct owners and executive officers

Name	Position	CRD#
FORESIDE DISTRIBUTORS LLC	DIRECTOR OWNER/SOLE MEMBER
BRUNNER, JENNIFER ANNE	VP/CHIEF COMPLIANCE OFFICER	1137783
COWAN, TERESA MARIA KAZMIERSKI	PRESIDENT/MANAGER/DIRECTOR	1544189
EDELMAN, GABRIEL	SECRETARY	6654419
LA FOND, SUSAN LORENE	TREASURER	4512785
LANZA, CHRISTOPHER CONTE	VICE PRESIDENT	2184856
MACCHIA, KATE SCHENDEL	VICE PRESIDENT	4863973
SOMMERS, WESTON	CFO/FINOP	5290145

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.

Company Information

FORESIDE GLOBAL SERVICES, LLC

CRD#: 147382Portland, ME 04101

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