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JR
CFP
JR
CFP

Jeffrey Reynolds

Financial Council, LLC
15 Years of Experience
Towson, MD
BrokerSells Insurance
View SEC Summary
View SEC Summary

Jeffrey Reynolds is a CFP-designated registered investment advisor at Financial Council, LLC, based in Towson, MD, with 15 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, Retirement Planning. Their firm serves 649 clients with $1.3B in assets under management.

Financial Council, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
649 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3.0M - $7.5M0.50%
$7.5M - $50.0M0.25%
$50M+0.25%

Fees negotiable for amounts over $50,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

100 West Road, Suite 500, Towson, MD, 21204

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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

Jeffrey is an IAR of RIA Financial Council Asset Management Corp, providing asset management and advisory services. He also co-owns Financial Council, LLC and owns Jeffrey R Reynolds, Inc., both established to facilitate securities, advisory, and insurance business, dedicating full-time hours to these activities.

Employment History
Current Registrations
Financial Council, LLC
July 2021 - Present · 5 yrs 3 mos
Commonwealth Financial Network
July 2013 - Present · 13 yrs 3 mos
Commonwealth Financial NetworkBroker
May 2012 - Present · 14 yrs 5 mos
Previous Registrations
Financial Council Asset Management INC
November 2014 - December 2020 · 6 yrs 1 mo
Morgan Stanley & CO. LLCBroker
June 2011 - April 2012 · 10 mos
State Registrations17 states
DEFLILINMAMDMIMNNCNJNYORPASCTXUTVA
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.
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