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John Reed

Kingswood Capital Partners, LLC

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About John Reed

John Reed is a financial advisor with Kingswood Capital Partners, LLC, based in New York, NY. John has been working in the financial industry since 1999 and has extensive experience in the securities industry, having worked for several notable firms including RBC Capital Markets, LLC, Deutsche Bank Securities Inc., Wedbush Morgan Securities Inc., The Seidler Companies Incorporated and Roth Capital Partners, LLC. John holds a Series 7, 63, and SIE licenses, demonstrating his commitment to meeting high professional standards.

Firm Information

John Reed is currently registered with Kingswood Capital Partners, LLC. Kingswood Capital Partners, LLC is a Limited Liability Company formed in 2016 and is registered to do business in all 50 U.S. states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

59

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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John Reed’s Registration & Firm History

NY

07/27/2023 - Present

Kingswood Capital Partners, LLC (New York NY)

NY

08/22/2016 - 12/13/2022

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

NY

10/11/2006 - 08/05/2016

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

CA

03/09/2006 - 09/27/2006

WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)

CA

04/03/2002 - 10/27/2005

THE SEIDLER COMPANIES INCORPORATED (LOS ANGELES CA)

CA

11/28/2000 - 01/25/2002

ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)

NY

01/16/1998 - 11/06/2000

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

BC

Issued 02/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for John Reed.
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