Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Alan Reid is a financial professional with over 20 years of experience in the industry. Jeffrey has held various roles at different firms, including Edward Jones, Securities America, Inc., Charles Schwab & Co., Inc., and LPL Financial LLC. Jeffrey is currently a Registered Representative with Townsquare Capital, LLC. Townsquare Capital, LLC is an investment advisor based in Provo, UT. The firm provides portfolio management services to high-net-worth individuals, corporations, other investment advisors, and pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Sub-advisory services
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.
A percentage of the total value of assets under management is charged.
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2
UT
07/20/2023 - Present
Townsquare Capital, LLC (PROVO UT)
VA
11/11/2020 - 07/14/2023
LPL FINANCIAL LLC (WINCHESTER VA)
CO
03/27/2020 - 09/29/2020
EDWARD JONES (GOLDEN CO)
CO
09/08/2016 - 10/10/2019
SECURITIES AMERICA, INC. (WESTMINSTER CO)
CO
08/24/2010 - 08/20/2015
SCOTTRADE, INC. (WESTMINSTER CO)
CO
11/29/2005 - 08/03/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
MD
01/06/2003 - 10/26/2005
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
BOTH
Issued 03/31/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/2014
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/03/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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