Unclaimed Profile

Daniel Avery Reese

AVERY WEALTH, INC.·JACKSON, Michigan

Series 6, Series 7, Series 63, Series 66Clean record19 years registeredAVERY WEALTH, INC.

2727 SPRING ARBOR ROAD, JACKSON, MI 49203CRD# 4235684Firm CRD# 147943

Profile Verification

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

Identity

Daniel Avery Reese · JACKSON, MI

Registration

CRD #4235684 · AVERY WEALTH, INC. · 19 years registered

Brand Profile

Not yet started

Career History

CWM, LLC

Jun 2024 – present

AVERY WEALTH, INC.

Apr 2010 – Dec 2024

JACKSON, MI

USA FINANCIAL SECURITIES CORPORATION

Mar 2007 – Mar 2008

JACKSON, MI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · March 16, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AVERY WEALTH, INC.

CRD 147943 · SEC 801-120078

AUM

$202M

Regulatory assets under management

Employees

1,040 client accounts

Services offered by AVERY WEALTH, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at AVERY WEALTH, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel Avery Reese offer?

Daniel Avery Reese specializes in Financial Planning, Investment Management. Contact their office in JACKSON, Michigan for a consultation.

What are Daniel Avery Reese's credentials?

Daniel Avery Reese is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel Avery Reese located?

Daniel Avery Reese is based in JACKSON, Michigan, working with AVERY WEALTH, INC.. Their office serves clients in the JACKSON metropolitan area and surrounding communities.

How does Daniel Avery Reese charge for services?

Daniel Avery Reese's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AVERY WEALTH, INC.?

AVERY WEALTH, INC. has approximately 5 employees and manages $202M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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