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Joshua Hon Reed

CFP®
CRD# 6682274·Registered 2017 - 2025
Previously Registered: Being a previously registered professional could mean that Joshua is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Joshua Hon Reed, CFP®, who also goes by Josh Reed, Joshua H Reed, Joshua Reed, was a registered financial advisor. Joshua was a previously registered financial professional and started their career in finance 2017 - 2025. Joshua had worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Josh Reed, Joshua H Reed, Joshua Reed

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

CFP®
Certified Financial Planner

Years of Experience

9 years in the financial services industry

Current & Past Employments

HONEST WEALTH·CRD# 309177
RIA
Austin, TX
July 2, 2020 - December 31, 2025
ARK FINANCIAL ADVISORS, LLC·CRD# 287588
RIA
Austin, TX
November 7, 2019 - May 19, 2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC·CRD# 2881
BD
Austin, TX
September 7, 2017 - January 26, 2018

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Current Firm

HW
HONEST WEALTH

HONEST WEALTH | HONEST WEALTH LLC

CRD#: 309177

Contact Information

Main Address

Austin, TX

Mailing Address

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

Phone Number

(512) 222-9443

# of Employees

2

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Oct 2019About the Series 65 exam

SIE — Securities Industry Essentials Examination

Passed Jan 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2017About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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JR
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