Unclaimed Profile

James Myron Reed

JAMES REED FINANCIAL SERVICES, INC.·CLEVELAND, Ohio

SIE, Series 7, Series 24, Series 63Clean record25 years registeredJAMES REED FINANCIAL SERVICES, INC.

5885 LANDERBROOK DRIVE, CLEVELAND, OH 44124CRD# 1223374Firm CRD# 112179

Profile Verification

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

Identity

James Myron Reed · CLEVELAND, OH

Registration

CRD #1223374 · JAMES REED FINANCIAL SERVICES, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: JAMES REED FINANCIAL SERVICES, INC.

REED FINANCIAL SERVICES, INC.

Aug 2000 – Jan 2025

CLEVELAND, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · August 25, 2000

Years registered · 25

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 James Myron Reed offer?

James Myron Reed specializes in Financial Planning, Investment Management.

What are James Myron Reed's credentials?

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

Where is James Myron Reed located?

James Myron Reed is based in CLEVELAND, Ohio, last registered with JAMES REED FINANCIAL SERVICES, INC..

How does James Myron Reed charge for services?

James Myron Reed'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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