Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Troy Reid is a registered Investment Advisor Representative associated with St. James Investment Advisors, LLC. Jonathan has been in the industry since July 2019, providing portfolio management services for businesses and individuals. The advisor specializes in providing portfolio management services to high-net-worth individuals, corporations and pension plans. Jonathan is also a registered Investment Advisor Representative in New York.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Sub adviser services
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.
A percentage of the total value of assets under management is charged.
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NY
03/05/2024 - Present
ST. James Investment Advisors, LLC (PORT JEFFERSON NY)
IA
Issued 02/01/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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