Jeremy Reed (CRD# 6628677) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Gettysburg, PA and has over 7 years of experience in the finance industry. Jeremy 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.
CRD# 3250909
Founders Financial Securities, LLC
CRD# 4060914
Commonwealth Financial Network
CRD# 5522357
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Advisor Network, LLC | Gettysburg, PA | Mar 2021 - Current | 3 |
| Rbc Capital Markets, LLC | Frederick, MD | Mar 2016 - Mar 2021 | 5 |
| Wells Fargo Corporate Trust Services | Columbia, MD | Mar 2015 - Mar 2016 | 1 |
| Randstad Professionals | Columbia, MD | Oct 2014 - Mar 2015 | < 1 |
| Carroll County Public Schools | Hampstead, MD | Aug 2014 - Oct 2014 | < 1 |
| River Valley Ranch | Manchester, MD | Jun 2014 - Aug 2014 | < 1 |
| Eastern Baptist Association | Salisbury, MD | Jan 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- PA
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Total Assets Under Management6,164MILLIONS
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Total Number of Accounts28,513ACCOUNTS
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Average Account Value$216,175
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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