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Jonathan Reed

Foreside Global Services, LLC

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About Jonathan Reed

Jonathan Reed is a financial advisor with over 7 years of experience in the industry. He currently holds active registrations with FINRA and the state of Florida. Jonathan has a strong track record of success in providing investment advice and financial planning services to clients. Jonathan works with clients on a variety of financial needs, including retirement planning, investment management, and estate planning. He is also a registered representative of Foreside Global Services, LLC, Funds Distributor, LLC, Foreside Funds Distributors LLC, MGI Funds Distributors, LLC, Northern Funds Distributors, LLC, Foreside Fund Services, LLC, Quasar Distributors, LLC, Sterling Capital Distributors, LLC, Imst Distributors, LLC, Perpetual Americas Funds Distributors, LLC, and Foreside Financial Services, LLC.

Firm Information

Jonathan Reed is currently registered with Foreside Global Services, LLC. Foreside Global Services, LLC is a Limited Liability Company formed in January 2012. The firm is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Foreside Global Services, LLC has one SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

11

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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Jonathan Reed’s Registration & Firm History

FL

12/11/2023 - Present

Foreside Global Services, LLC (Palm Harbor FL)

FL

09/07/2022 - 10/11/2023

COMPASS DISTRIBUTORS, LLC (Palm Harbor FL)

FL

09/07/2022 - 12/31/2022

FORESIDE DISTRIBUTION SERVICES, L.P. (Palm Harbor FL)

FL

04/07/2021 - 09/01/2022

RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)

FL

04/07/2021 - 09/01/2022

RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)

RI

07/26/2018 - 03/30/2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIDDLETOWN RI)

RI

02/10/2016 - 05/22/2018

CITIZENS SECURITIES, INC. (PROVIDENCE RI)

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Licenses & Designations

BOTH

Issued 03/06/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/01/2016

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/13/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/10/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Jonathan Reed. Review regulatory record here.
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