James Reed Financial Services is an investment advisor in Cleveland with $339.52 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
341529260
SEC advisor number
801-35002
FINRA CRD number
112179
AUM ?
$339.52 mm
(as of 4 Nov 22)
Accounts
1,156
(as of 4 Nov 22)
Employees
12
(12 investment advisory or research)
Office hours
Monday - Friday, 9:00AM 5:00PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Reed, James, Myron | President | 12/1986 | 10-25% |
Lisachenko, Amanda, Elizabeth | Chief Operating Officer/ Chief Compliance Officer | 05/2013 | 50-75% |
Edwards, Janet, S | Client Relations Manager | 01/2019 | 10-25% |
Watson, Evan | Investment Analyst | 01/2022 | 5-10% |
Latest filings (excl ownership)
No filings