JAMES REED FINANCIAL SERVICES, INC.

REED FINANCIAL SERVICES, INC.
CLEVELAND, Ohio·4 registered advisors·CRD# 112179
SEC# 801-350021216-464-2090
01

Firm Overview

AUM
$307M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at JAMES REED FINANCIAL SERVICES, INC.

4 registered advisors
Amanda Elizabeth Lisachenko
CLEVELAND, Ohio
CFP
Evan Watson
CLEVELAND, Ohio
James Myron Reed
CLEVELAND, Ohio
Janet S Edwards
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. JAMES REED FINANCIAL SERVICES, INC. (CRD# 112179) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.