James Reed Financial Services, Inc.

James Reed Financial Services, Inc. (CRD# 112179) is a financial advisory firm headquartered in Beachwood, OH. They manage $204,657,507 in 343 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    205
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $596,669
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, LA, OH, TX

Financial Advisors at James Reed Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
James M. Reed
CRD#: 1223374
3690 Orange Place, Suite 240, Beachwood, OH 44122
96
Wealthminder
score

James Reed (CRD# 1223374) is an Investment Advisor Representative working at James Reed Financial Services, Inc. in Beachwood, OH and has over 33 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.

2
Frank W. Zalar
CRD#: 2373300
3690 Orange Place, Suite 240, Beachwood, OH 44122
93
Wealthminder
score

Frank Zalar (CRD# 2373300) is an Investment Advisor Representative working at James Reed Financial Services, Inc. in Beachwood, OH and has over 9 years of experience in the finance industry.

3
Amanda E. Lisachenko
CRD#: 3056850
3690 Orange Place Suite 240, Beachwood, OH 44122
90
Wealthminder
score

Amanda Lisachenko (CRD# 3056850) is an Investment Advisor Representative working at James Reed Financial Services, Inc. in Beachwood, OH and has 1 year of experience in the finance industry. Amanda Lisachenko 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.

4
John D. May Iii
CRD#: 5603701
3690 Orange Place Suite 240, Beachwood, OH 44122
87
Wealthminder
score

John May Iii (CRD# 5603701) is an Investment Advisor Representative working at James Reed Financial Services, Inc. in Beachwood, OH and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.