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John Reed

21 Years of Experience
Mill Creek, WA
1 DisclosureBroker

John Reed is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Mill Creek, WA, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

15130 Main Street, Suite 200, Mill Creek, WA, 98012

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2007
Closed-No Action
Other Business Activities

John is the owner and president of Reed Financial Services Inc., a support company, since 2012. He dedicates about 10-20% of his time to this business, including a significant amount of time during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2011 - Present · 14 yrs 8 mos
Raymond James Financial Services, INC.Broker
November 2011 - Present · 14 yrs 8 mos
Previous Registrations
Edward Jones
March 2007 - November 2011 · 4 yrs 8 mos
Edward JonesBroker
September 2004 - November 2011 · 7 yrs 2 mos
State Registrations20 states
AZCACOFLIDILINMAMDMTNVNYORPASCTXVAWAWIWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
John Reed - Financial Advisor | TrueAdvisor