John Reeve (CRD# 2666243) is an Investment Advisor Representative working at The Ameriflex Group in Nipomoi, CA and has over 28 years of experience in the finance industry.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Ameriflex Group | Las Vegas, NV | Oct 2023 - Current | < 1 |
| Osaic | Nipomoi, CA | Oct 2023 - Current | < 1 |
| Main Street Advisor, LLC | Hays, KS | Jun 2011 - Current | 12 |
| John Reeve & Associates Insurance Agency, Inc. | Rendondo Beach, CA | Dec 2009 - Current | 14 |
| Independent Financial Group | San Diego, CA | Jun 2011 - Oct 2023 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1995 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
- CA
-
Total Assets Under Management6,522MILLIONS
-
Total Number of Accounts16,327ACCOUNTS
-
Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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