Reed & Ball, Inc.

Reed & Ball, Inc. (CRD# 133950) is a financial advisory firm headquartered in Thousand Oaks, CA. They manage $114,138,484 in 430 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    114
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $265,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

CA, TX, WA

Financial Advisors at Reed & Ball, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Jason L. Ball
CRD#: 2769170
1000 Newbury Road, Suite 205, Thousand Oaks, CA 91320
96
Wealthminder
score

Jason Ball (CRD# 2769170) is an Investment Advisor Representative working at Reed & Ball, Inc. in Thousand Oaks, CA and has over 21 years of experience in the finance industry. Jason Ball 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
Deborah F. Reed
CRD#: 2835600
1000 Newbury Road, Suite 205, Thousand Oaks, CA 91320
96
Wealthminder
score

Deborah Reed (CRD# 2835600) is an Investment Advisor Representative working at Reed & Ball, Inc. in Thousand Oaks, CA and has over 20 years of experience in the finance industry. Deborah 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.

3
Miranda A. Eisele
CRD#: 5909633
1000 Newbury Road, Suite 205, Thousand Oaks, CA 91320
90
Wealthminder
score

Miranda Eisele (CRD# 5909633) is an Investment Advisor Representative working at Reed & Ball, Inc. in Thousand Oaks, CA and has over 6 years of experience in the finance industry.

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