James Reed Financial Services

Company Profile

Website

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

Brochures

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

Latest ownership filings