JAMES REED FINANCIAL SERVICES, INC.
Legal name: REED FINANCIAL SERVICES, INC.
CRD #112179 SEC #801-35002 CLEVELAND, OH 216-464-2090
SEC Registered
Total AUM
$345.8M
Discretionary
$345.8M
Employees
11
Clients
251
Accounts
1,143
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, MARSHA, SUZANNE | I | EXECUTIVE VICE PRESIDENT | NA | |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | D | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| REED, JAMES, MYRON | I | PRESIDENT | D | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS DIRECTOR | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER | C | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| EDWARDS, JANET, S | I | CLIENT RELATIONS MANAGER | B | Control |
| LISACHENKO, AMANDA, ELIZABETH | I | VICE PRESIDENT | B | |
| LISACHENKO, AMANDA, ELIZABETH | I | VICE PRESIDENT | B | |
| LISACHENKO, AMANDA, ELIZABETH | I | VICE PRESIDENT | B | |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| REED, JAMES, MYRON | I | PRESIDENT | B | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | B | Control |
| Hammer, Troy | I | OPERATIONS MANAGER | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
| WATSON, EVAN | I | INVESTMENT ANALYST | A | Control |
Registrations
Federal
IA
Mar 19, 2025 REGISTERED
Notice Filings (7)
FL LA NC NH OH TX VA
Address
5885 LANDERBROOK DRIVESUITE 110
CLEVELAND, OH 44124
United States
Phone: 216-464-2090