Jaron Reynolds, financial advisor Alexandria VA
93 score

Jaron Reynolds

CRD Number: 6135965
Current Firm: Strategic Advisers, Inc.

Jaron Reynolds (CRD# 6135965) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Alexandria, VA and has over 5 years of experience in the finance industry.

Similar Advisors
Jim David, financial advisor Alexandria VA
Jim David
CRD# 4092356
David Wealth Management, LLC
Score
108
Similar Advisors
Marguerita Cheng, CFP®, financial advisor Alexandria VA
Marguerita M. Cheng, CFP®
CRD# 3149803
Blue Ocean Global Wealth
Score
107
Similar Advisors
John Hensley, financial advisor Alexandria VA
John K. Hensley
CRD# 1316159
Palatine Advisors, Inc.
Score
106
Company Name Location Dates Years
Fidelity Brokerage Services LLC Tysons Corner, VA Feb 2017 - Current 1
E*trade Capital Management LLC Washington, DC Apr 2016 - Feb 2017 < 1
E*trade Securities LLC Washington, DC Apr 2016 - Feb 2017 < 1
Fidelity Brokerage Services LLC Cary, NC May 2012 - Apr 2016 3
Unc Chapel Hill, NC Aug 2010 - May 2012 1
Uncc Mecklenburg, NC Aug 2008 - Jul 2010 1
Davie High Mocksville, NC Aug 2006 - Jul 2008 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2013
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for Jaron M. Reynolds
Phone Number: 617-563-7000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    254,026
    MILLIONS
  • Total Number of Accounts
    688,691
    ACCOUNTS
  • Average Account Value
    $368,854
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.