James Reed, financial advisor Cleveland OH

James Reed

CRD Number: 1223374
Current Firm: Reed Financial Services, Inc.

James Reed (CRD# 1223374) is an Investment Advisor Representative working at Reed Financial Services, Inc. in Cleveland, OH and has over 39 years of experience in the finance industry. James Reed has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Reed Financial Services Cleveland, OH Apr 1984 - Current 39
Apw Capital, Inc. Rockaway, NJ Mar 2011 - Oct 2022 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1984
Contact Info for James M. Reed
Phone Number: 216-464-2090
Registered State(s):
  • FL
  • OH
  • TX
By the Numbers
  • Total Assets Under Management
    307
    MILLIONS
  • Total Number of Accounts
    1,150
    ACCOUNTS
  • Average Account Value
    $267,295
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

FL, LA, NC, OH, TX, VA

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