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Jason Lee Reid

Boston Partners Securities, LLC

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About Jason Lee Reid

Jason Lee Reid is a financial professional with over 18 years of experience in the industry. Jason has a strong background in securities and is currently registered with Boston Partners Securities, LLC. Prior to his current role, Jason was affiliated with Natixis Distribution, LLC, MetLife Investors Distribution Company, Tower Square Securities, Inc., MetLife Securities Inc., New England Securities, Walnut Street Securities, Inc., and Metropolitan Life Insurance Company. Jason holds the Series 7, Series 24, and SIE licenses and is a valuable resource for clients seeking investment guidance.

Firm Information

Jason Reid is currently registered with Boston Partners Securities, LLC. Boston Partners Securities, LLC is a Limited Liability Company formed in May 2004. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have been involved in seven Regulatory Events and one Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Jason Reid’s Registration & Firm History

MA

08/29/2022 - Present

Boston Partners Securities, LLC (BOSTON MA)

MA

01/04/2008 - 08/29/2022

NATIXIS DISTRIBUTION, LLC (BOSTON MA)

NJ

08/20/2007 - 01/08/2008

METLIFE INVESTORS DISTRIBUTION COMPANY (ISELIN NJ)

NJ

10/03/2005 - 01/08/2008

TOWER SQUARE SECURITIES, INC. (ISELIN NJ)

NJ

02/05/2004 - 01/08/2008

METLIFE SECURITIES INC. (ISELIN NJ)

NJ

02/05/2004 - 01/08/2008

NEW ENGLAND SECURITIES (ISELIN NJ)

NJ

02/05/2004 - 01/08/2008

WALNUT STREET SECURITIES, INC. (ISELIN NJ)

NJ

02/05/2004 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ISELIN NJ)

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Licenses & Designations

BC

Issued 11/10/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Lee Reid.
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