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JG

John W. Golden

GOLDEN REED WEALTH MANAGEMENT
OCALA, FL 34471
Some features on this profile are disabled
CRD#: 7815179
JG

Professional summary

John William Golden is a registered financial advisor currently at GOLDEN REED WEALTH MANAGEMENT, LLC located in Ocala, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. John has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view John William Golden'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

March 17, 2026 - Present

GOLDEN REED WEALTH MANAGEMENT, LLC

Office #1: 1294 Se 24th Rd., Ocala, FL 34471
RIA
CRD#: 340673
OCALA, FL
Past

July 25, 2025 - January 23, 2026

CANOPY 360 WEALTH, LLC

RIA
CRD#: 296771
OCALA, FL

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
Florida
(3/17/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/17/2025
Uniform Investment Adviser Law Examination

Current Firm

GR
GOLDEN REED WEALTH MANAGEMENT, LLC
GOLDEN REED WEALTH MANAGEMENT, LLC

CRD#: 340673 / SEC#:

Florida
Registered Investment Advisory firm - (3/17/2026 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Ocala, FL
Mailing Address
Phone number
(716) 622-0116
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV
0

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

GOLDEN REED WEALTH MANAGEMENT, LLC

CRD#: 340673Ocala, FL 34471

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