Joshua H. Reed

HONEST WEALTH

Austin, TX

Some features on this profile are disabled

CRD#: 6682274

Professional summary

Joshua Hon Reed, CFP®, who also goes by Josh Reed, Joshua H Reed, Joshua Reed, is a registered financial advisor currently at HONEST WEALTH located in Austin, Texas.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Joshua has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Josh Reed | Joshua H Reed | Joshua 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.

Joshua Reed is the owner of UrbanStay LLC, a short-term vacation rental company and is non-investment related. The address is 13359 N Hwy 183 #406-1101, Austin, TX 78750. 10 hours per month is devoted to this business, none of which occurs during securities trading hours. The duties include managing employees.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Hon 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®

CFP^®

Certified Financial Planner

Experience

Current

July 2, 2020 - Present

HONEST WEALTH

RIA

CRD#: 309177

Austin, TX

Past

November 7, 2019 - May 19, 2020

ARK FINANCIAL ADVISORS, LLC

RIA

CRD#: 287588

AUSTIN, TX

Past

September 7, 2017 - January 26, 2018

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

AUSTIN, TX

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

Texas
(7/2/2020)

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 65

Date: 10/28/2019

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 1/26/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/2017

General Securities Representative Examination

Current Firm

HONEST WEALTH

HONEST WEALTH | HONEST WEALTH LLC

CRD#: 309177 / SEC#:

Texas

Registered Investment Advisory firm - (7/2/2020 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Austin, TX

Mailing Address

13359 N Hwy 183 #406-1101, Austin, TX 78750

Phone number

(512) 222-9443

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

Similar Advisors

Stephen Zahka

EDWARD JONES

IAR

Marlborough, MA

Frank Moore

UBS FINANCIAL SERVICES INC.

IAR

Greenwich, CT

Marshall Rosen

OSAIC WEALTH, INC.

IAR

Fort Lauderdale, FL

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Joshua H. Reed

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joshua Hon Reed's CRS (Customer Relationship Summary).

Certified licenses

Experience

HONEST WEALTH

ARK FINANCIAL ADVISORS, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/28/2019

SIE

Date: 1/26/2018

Series 7

Date: 9/7/2017

Current Firm

HONEST WEALTH

Contact information

Documents

Red Flags

Company Information

HONEST WEALTH

TRUST BUT VERIFY

Similar Advisors