Kevin Reeg (CRD# 6801508) is an Investment Advisor Representative working at Edward Jones in Madison, OH and has over 5 years of experience in the finance industry.
CRD# 1949220
Tyler-stone Wealth Management, LLC
CRD# 6446314
Carnegie Investment Counsel
CRD# 2812948
Winslow Asset Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jan 2021 - Current | 3 |
| The Huntington Investment Company | Cleveland, OH | May 2018 - Jan 2021 | 2 |
| Citizens Bank | Mentor On The Lake, OH | Apr 2018 - May 2018 | < 1 |
| Unemployed | Mentor, OH | Nov 2017 - Apr 2018 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cleveland, OH | May 2017 - Nov 2017 | < 1 |
| Unemployed | Mentor, OH | Oct 2016 - May 2017 | < 1 |
| Quintiles | Dunham, NC | Sep 2016 - Sep 2016 | < 1 |
| Boehringer Ingelheim Pharmaceuticals | Ridgefield, CT | Nov 2007 - Aug 2016 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- OH
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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