J.C. REED ADVISORY GROUP, LLC
CRD #137761 SEC #801-68329 FRANKLIN, TN 615-771-7988
SEC Registered
Total AUM
$39.8M
Discretionary
$39.8M
Employees
10
Clients
0
Accounts
224
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2008
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MATHIS, BARRON, ALLEN | I | INVESTMENT DIRECTOR | NA | Control |
| MATHIS, BARRON, ALLEN | I | INVESTMENT DIRECTOR | NA | Control |
| MATHIS, BARRON, ALLEN | I | INVESTMENT DIRECTOR | NA | Control |
| REED, JOHN, CLEVELAND | I | CHAIRMAN / CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, JOHN, CLEVELAND | I | CHAIRMAN / CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| REED, JOHN, CLEVELAND | I | CHAIRMAN / CEO / CHIEF COMPLIANCE OFFICER | NA | Control |
| J.C. REED & COMPANY, INC. | DE | OWNER | E | Control |
| J.C. REED & COMPANY, INC. | DE | OWNER | E | Control |
| J.C. REED & COMPANY, INC. | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| REED, JOHN, CLEVELAND | I | J.C. REED & COMPANY, INC. | D | Control |
| REED, JOHN, CLEVELAND | I | J.C. REED & COMPANY, INC. | D | Control |
| REED, JOHN, CLEVELAND | I | J.C. REED & COMPANY, INC. | D | Control |
Registrations
Federal
IA
Mar 26, 2008 REGISTERED
Notice Filings (4)
IL IN TN TX
Address
2555 MERIDIAN BLVDSUITE 140
FRANKLIN, TN 37067
USA
Phone: 615-771-7988