Jonathan Reed
Professional summary
Jonathan Reed, who also goes by Jonathan Grahm Reed, is a registered financial professional currently at FORESIDE FINANCIAL SERVICES, LLC located in Palm Harbor, Florida and PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC located in Palm Harbor, Florida.
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
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jonathan Reed's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 7, 2022 - Present
FORESIDE FINANCIAL SERVICES, LLC
September 7, 2022 - Present
PERPETUAL AMERICAS FUNDS DISTRIBUTORS, LLC
September 7, 2022 - Present
IMST DISTRIBUTORS, LLC
September 7, 2022 - Present
STERLING CAPITAL DISTRIBUTORS, LLC
September 7, 2022 - Present
QUASAR DISTRIBUTORS, LLC
September 7, 2022 - Present
FORESIDE FUND SERVICES, LLC
September 7, 2022 - Present
NORTHERN FUNDS DISTRIBUTORS, LLC
September 7, 2022 - Present
MGI FUNDS DISTRIBUTORS, LLC
September 7, 2022 - Present
FORESIDE FUNDS DISTRIBUTORS LLC
September 7, 2022 - Present
FUNDS DISTRIBUTOR, LLC
December 11, 2023 - Present
FORESIDE GLOBAL SERVICES, LLC
Office #1: 3750 Winners Circle Unit 304, Palm Harbor, FL 34684September 7, 2022 - December 31, 2022
FORESIDE DISTRIBUTION SERVICES, L.P.
September 7, 2022 - October 11, 2023
COMPASS DISTRIBUTORS, LLC
January 21, 2022 - September 1, 2022
RAYMOND JAMES & ASSOCIATES, INC.
April 8, 2021 - December 31, 2021
RAYMOND JAMES & ASSOCIATES, INC.
April 7, 2021 - September 1, 2022
RAYMOND JAMES FINANCIAL SERVICES, INC.
April 7, 2021 - September 1, 2022
RAYMOND JAMES & ASSOCIATES, INC.
July 26, 2018 - March 30, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 26, 2018 - March 30, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
March 7, 2018 - May 22, 2018
CITIZENS SECURITIES, INC.
February 10, 2016 - May 22, 2018
CITIZENS SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/8/2022)
(9/8/2022)
Exams
FINRA
Current Firm
FORESIDE GLOBAL SERVICES, LLC
CRD#: 147382 / SEC#: , 8-67903
Contact information
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
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