Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Reynolds is a financial advisor who has been in the industry since 2013. John is a registered investment advisor representative with Downshift Financial in Colorado and Wyoming. John has passed the Uniform Investment Adviser Law Examination. John specializes in financial planning and portfolio management. John's current employment at Downshift Financial began in January 2025. John has previously worked at Apple Inc. in Dubois, Wyoming. John primarily works with high-net-worth individuals and has over 51 individual clients and manages over $135 million in assets.
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.
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.
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CO
02/03/2025 - Present
Downshift Financial (BOULDER CO)
Active
Inactive
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