Unclaimed Profile

Jamie Lee Reed

THE CORUNDUM GROUP, INC.·COLORADO SPRINGS, Colorado

Series 7, Series 63, Series 65Clean record5 years registeredTHE CORUNDUM GROUP, INC.

1 SOUTH NEVADA, COLORADO SPRINGS, CO 80903CRD# 2910341Firm CRD# 106490

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jamie Lee Reed · COLORADO SPRINGS, CO

Registration

CRD #2910341 · THE CORUNDUM GROUP, INC. · 5 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE CORUNDUM GROUP, INC.

THE CORUNDUM GROUP, INC.

Sep 2020 – May 2022

Denver, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · September 4, 2020

Years registered · 5

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CORUNDUM GROUP, INC.

CRD 106490 · SEC 801-42281

AUM

$1.4B

Regulatory assets under management

Employees

427 client accounts

Services offered by CORUNDUM GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CORUNDUM GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jamie Lee Reed offer?

Jamie Lee Reed specializes in Financial Planning, Investment Management, Retirement Planning.

What are Jamie Lee Reed's credentials?

Jamie Lee Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jamie Lee Reed located?

Jamie Lee Reed is based in COLORADO SPRINGS, Colorado, last registered with THE CORUNDUM GROUP, INC..

How does Jamie Lee Reed charge for services?

Jamie Lee Reed's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE CORUNDUM GROUP, INC.?

THE CORUNDUM GROUP, INC. has approximately 11 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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