Justin Reede (CRD# 6644765) is an Investment Advisor Representative working at The Mather Group, LLC in Chicago, IL and has over 6 years of experience in the finance industry. Justin Reede 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# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
The Mather Group, LLC | Chicago, IL | Aug 2022 - Current | 1 |
Semita Asset Management | Houston, TX | Jul 2017 - Aug 2022 | 5 |
Enterprise Rent-a-car | Cockeysville, MD | May 2015 - Jun 2017 | 2 |
Liberty University | Lynchburg, VA | Aug 2014 - May 2017 | 2 |
Liberty University Enactus Chapter: Brewvita Coffee Company | Lynchburg, VA | Sep 2016 - Apr 2017 | < 1 |
Armstrong & Dixon Business And Family Advisors | Baltimore, MD | May 2016 - Jul 2016 | < 1 |
North Carroll Soccer Club | Hampstead, MD | Sep 2010 - May 2016 | 5 |
Liberty University Enactus Chapter: Brewvita Coffee Company | Lynchburg, VA | Sep 2015 - Apr 2016 | < 1 |
Homeschooled, Various Co-ops | Reisterstown, MD | Sep 2001 - May 2014 | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jul 2017 |
- IL
- LA
- TX
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Total Assets Under Management10,509MILLIONS
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Total Number of Accounts15,974ACCOUNTS
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Average Account Value$657,853
- A percentage of assets under your management
- Hourly charges
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- Publication of periodicals or newsletters
- Educational seminars/workshops
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