Unclaimed
Jonas Hughey Reid is a financial advisor with Edward Jones in Easley, South Carolina. Jonas has over 10 years of experience in the financial industry. Jonas is a registered representative in South Carolina and Texas and is also a registered investment advisor in South Carolina and Texas. Jonas holds a Series 7, Series 6, Series 63, and Series 65 licenses. Jonas specializes in providing financial advice to individuals, businesses, and retirement plans.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
SC
04/18/2024 - Present
Edward Jones (EASLEY SC)
SC
09/17/2018 - 08/19/2022
TRUIST INVESTMENT SERVICES, INC. (EASLEY SC)
SC
09/18/2012 - 08/31/2018
WELLS FARGO CLEARING SERVICES, LLC (EASLEY SC)
IA
Issued 10/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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