JR
JR

John H Reid

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
726 clients
Average Client Portfolio
$204K average
Assets Under Management
$148.0M

Fee Structure

Minimum Investment:None
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Location

11 Beacon St, 13th Floor, Boston, MA, 02108

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John teaches lacrosse programs and camps for youth and high school athletes since 2013, and is also a licensed insurance producer since 2015. He spends a few hours per week on these activities.

Employment History
Current Registrations
Keenan Financial
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
May 2015 - December 2018 · 3 yrs 7 mos
Park Avenue Securities LLCBroker
May 2015 - December 2018 · 3 yrs 7 mos
Invest Financial CorporationBroker
April 2013 - May 2015 · 2 yrs 1 mo
Invest Financial Corporation
April 2013 - May 2015 · 2 yrs 1 mo
Morgan Stanley
April 2012 - January 2013 · 9 mos
Morgan StanleyBroker
March 2012 - January 2013 · 10 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.