JR
CFP
JR
CFP

Jeremy Reed

14 Years of Experience
Columbia, MD
1 DisclosureBroker

Jeremy Reed is a CFP-designated registered investment advisor, based in Columbia, MD, with 14 years of industry experience.

Location

8820 Columbia 100 Parkway, Suite 230, Columbia, MD, 21045

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History

Regulatory History (1)
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Customer Dispute
September 2022
Denied
Other Business Activities

Jeremy is a managing partner and financial advisor at GLR Partners, dedicating full-time hours to this RIA business. He also owns real estate through PRRV Development LLC, requiring minimal time.

Employment History
Current Registrations
Glr Partners
May 2025 - Present · 1 yr
The Leaders Group, INC.Broker
May 2025 - Present · 1 yr
The Leaders Group, INC.
May 2025 - Present · 1 yr
Previous Registrations
UBS Financial Services INC.Broker
October 2015 - May 2025 · 9 yrs 7 mos
UBS Financial Services INC.
October 2015 - May 2025 · 9 yrs 7 mos
Morgan Stanley
April 2013 - October 2015 · 2 yrs 6 mos
Morgan StanleyBroker
January 2013 - October 2015 · 2 yrs 9 mos
Alms and Associates, INC.
June 2011 - September 2012 · 1 yr 3 mos
State Registrations8 states
DEFLGAMDNJNYPAVA
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.
Jeremy Reed - Financial Advisor | TrueAdvisor