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Jennifer Stone Reasor

J & A FINANCIAL SERVICES, LLC·VIRGINIA BEACH, Virginia
Clean recordJ & A FINANCIAL SERVICES, LLC
192 BALLARD CT, VIRGINIA BEACH, VA 23462CRD# 7819219Firm CRD# 328641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jennifer Stone Reasor · VIRGINIA BEACH, VA
Registration
CRD #7819219 · J & A FINANCIAL SERVICES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jennifer Stone Reasor is a registered financial advisor based in VIRGINIA BEACH, Virginia, affiliated with J & A FINANCIAL SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
GRATUS WEALTH ADVISORS LLC
GRATUS WEALTH ADVISORS LLC
AUM
$591M
Regulatory assets under management
Employees
7
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: ANNUAL RETAINER BASED
Regulatory
SEC/IARD CRD# 7819219
Firm CRD# 328641
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jennifer Stone Reasor offer?
Jennifer Stone Reasor specializes in Financial Planning, Investment Management. Contact their office in VIRGINIA BEACH, Virginia for a consultation.
What are Jennifer Stone Reasor's credentials?
Jennifer Stone Reasor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jennifer Stone Reasor located?
Jennifer Stone Reasor is based in VIRGINIA BEACH, Virginia, working with J & A FINANCIAL SERVICES, LLC. Their office serves clients in the VIRGINIA BEACH metropolitan area and surrounding communities.
How does Jennifer Stone Reasor charge for services?
Jennifer Stone Reasor's firm is compensated through percentage of aum, hourly charges, subscription fees, other: annual retainer based. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J & A FINANCIAL SERVICES, LLC?
J & A FINANCIAL SERVICES, LLC has approximately 7 employees and manages $591M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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