Unclaimed Profile

Evan Watson

JAMES REED FINANCIAL SERVICES, INC.·CLEVELAND, Ohio

SIE, Series 7, Series 66Clean record6 years registeredJAMES REED FINANCIAL SERVICES, INC.

5885 LANDERBROOK DRIVE, CLEVELAND, OH 44124CRD# 6393279Firm CRD# 112179

Profile Verification

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

Identity

Evan Watson · CLEVELAND, OH

Registration

CRD #6393279 · JAMES REED FINANCIAL SERVICES, INC. · 6 years registered

Brand Profile

Not yet started

Career History

REED FINANCIAL SERVICES, INC.

Feb 2020 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 5, 2020

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

JAMES REED FINANCIAL SERVICES, INC.

CRD 112179 · SEC 801-35002

AUM

$307M

Regulatory assets under management

Employees

1,150 client accounts

Services offered by JAMES REED FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at JAMES REED FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Evan Watson offer?

Evan Watson specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.

What are Evan Watson's credentials?

Evan Watson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Evan Watson located?

Evan Watson is based in CLEVELAND, Ohio, working with JAMES REED FINANCIAL SERVICES, INC.. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.

How does Evan Watson charge for services?

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

How large is JAMES REED FINANCIAL SERVICES, INC.?

JAMES REED FINANCIAL SERVICES, INC. has approximately 12 employees and manages $307M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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