Jeffrey Reid is a CFP-designated registered investment advisor at Townsquare Capital, LLC, based in Lehi, UT, with 22 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management. Their firm serves 96 clients with $18B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Traverse Ridge Center Ii, 3450 Triumph Boulevard, Lehi, UT, 84043
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Townsquare Capital, LLC
Brinker Capital Securities, LLC
Brinker Capital Securities, LLCBroker
Previous Registrations
Water Street Financial LLC
Wealthcare Advisory Partners LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
Townsend
Securities America, INC.Broker
Mercer Global Advisors INC.
Scottrade, INC.Broker
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
T. Rowe Price Advisory Services, INC.
T. Rowe Price Investment Services, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Samantha Stoner, CFATownsquare Capital, LLC
- Ryan Freitas, CFATownsquare Capital, LLC
- Christopher Hedquist, CFPTownsquare Capital, LLC
- Nicholas Trotter, CFPSolidarity Wealth, LLC
- Michael Pelo, CFP, ChFCMML Investors Services, LLC
- Joshua Coombs, CFADrive Wealth Advisers