JAMES REED FINANCIAL SERVICES, INC.

JAMES REED FINANCIAL SERVICES, INC. of CLEVELAND, OH is an SEC-registered investment adviser (CRD 112179). Regulatory assets under management: $388.6M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (9)

NameRoleLocation
Evan WatsonINVESTMENT ANALYSTFishkill, NY
Amanda Elizabeth LisachenkoPRESIDENT/CHIEF COMPLIANCE OFFICERCLEVELAND, OH
Janet S EdwardsCLIENT RELATIONS DIRECTOR
Troy HammerOPERATIONS MANAGER
REED JAMES MYRONPRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER
EDWARDS RANDY SCLIENT RELATIONS MANAGER
REED MARSHA SUZANNEEXECUTIVE VICE PRESIDENT
LISACHENKO AMANDA ELIZABETHCHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER; VICE PRESIDENT
WATSON EVANINVESTMENT ANALYST

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