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John Philip Reese

Validea Capital Management LLC

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About John Philip Reese

John Philip Reese is a registered investment advisor representative with Validea Capital Management LLC. John Philip Reese has been in the industry since April 2001. John Philip Reese is a registered investment advisor representative in California, Colorado, Connecticut and Virginia. John Philip Reese has passed the Uniform Investment Adviser Law Examination. John Philip Reese is the CEO/Founder of Validea.com and has been providing investment research since April 2001.

Firm Information

John Reese is currently registered with Validea Capital Management LLC. Validea Capital Management LLC is an investment advisor that provides financial planning and portfolio management services for individuals and high-net-worth individuals. They have a total of 62 accounts with $43,486,712 in regulatory assets under management.

$43.49M

Assets Under Management

Not reported

Total Clients

4

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model manager fees

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John Reese’s Registration & Firm History

CT

08/12/2021 - Present

Validea Capital Management LLC (FAIRFIELD CT)

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Licenses & Designations

IA

Issued 07/28/2004

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Philip Reese.
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