Jonathan Reid (CRD# 7868312) is an Investment Advisor Representative working at St. James Investment Advisors, LLC in Port Jefferson, NY and has 1 year of experience in the finance industry.
CRD# 811927
Cetera Investment Advisers LLC
CRD# 5473273
American Portfolios Advisors, Inc.
CRD# 1483428
Abbington Investment Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
St. James Investment Advisors, LLC | Port Jefferson, NY | Jul 2019 - Current | 4 |
Mather Hospital Northwell Health | Port Jefferson, NY | Nov 2019 - Oct 2021 | 1 |
Old Town Pizza | Port Jefferson Station, NY | Feb 2019 - Oct 2019 | < 1 |
Suffolk County Community College | Selden, NY | Nov 2018 - Feb 2019 | < 1 |
Ryleigh Electric | Port Jefferson Station, NY | Jul 2018 - Nov 2018 | < 1 |
Schwing Electrical Supply | East Setauket, NY | Oct 2017 - Jun 2018 | < 1 |
Darling Electric | Port Jefferson, NY | May 2017 - Aug 2017 | < 1 |
N/a | N/a, NY | Aug 2016 - May 2017 | < 1 |
Mcdonald's | Port Jefferson, NY | Sep 2014 - Aug 2016 | 1 |
N/a | N/a, NY | Jan 2014 - Sep 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NY
-
Total Assets Under Management69MILLIONS
-
Total Number of Accounts216ACCOUNTS
-
Average Account Value$317,936
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, FL, MS, NH, NJ, NY, PA, TX, VT
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.