Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Reed is a registered investment advisor with Stifel, Nicolaus & Company, Inc. in Nashville, TN. Jason has been in the industry for over 20 years. Jason works with individuals, businesses, insurance companies, charitable organizations and other investment advisors. Jason has experience working with a variety of financial products and services and has a proven track record of success. Stifel, Nicolaus & Company, Inc. is a full-service investment firm offering a wide range of investment products and services.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TN
07/17/2024 - Present
Stifel, Nicolaus & Company, Inc. (NASHVILLE TN)
TN
10/09/2007 - 06/05/2015
STERNE, AGEE & LEACH, INC. (NASHVILLE TN)
TN
08/16/2004 - 10/09/2007
STEPHENS INC. (NASHVILLE TN)
TN
03/10/2003 - 08/20/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
BOTH
Issued 04/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/09/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jason Reed is the right advisor for you? Invested Better is here to help.
