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Jeffrey Reed

17 Years of Experience
Emigrant, MT

Jeffrey Reed is a registered investment advisor at Berntson Porter Wealth Management, LLC, based in Emigrant, MT, with 17 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
18 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2786 Highway 89 South, Emigrant, MT, 59027

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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 Activities

Jeffrey owns Reedfly Farm, a fly fishing lodge, since 2010. He spends about half of his time on this business, with about a quarter of his time occurring during trading hours.

Employment History
Current Registrations
Berntson Porter Wealth Management, LLC
May 2008 - Present · 18 yrs
State Registrations2 states
MTWA
Advisor

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.
Jeffrey Reed - Financial Advisor | TrueAdvisor