J.C. Reed Advisory Group, LLC (Franklin)

Name: J.C. Reed Advisory Group, LLC
Address: 2555 Meridian Blvd, Franklin, TN, 37067
Telephone: 615-771-7988

J.C. Reed Advisory Group, LLC is a large advisory firm based in Franklin. It manages $64 million of regulatory assets for 314 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Illinois, Indiana, Tennessee, and Texas.

J.C. Reed Advisory Group provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

J.C. Reed Advisory Group: assets under management

The assets under management (AUM) of J.C. Reed Advisory Group, LLC is $64 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 103% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $64 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.82 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay J.C. Reed Advisory Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at J.C. Reed Advisory Group, LLC

Barron Allen Mathis has been acting as President since 1 Jan 2006. Christina Crus Pischel joined the executive team most recently as the Chief Compliance Officer/ Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
John Cleveland Reed	Chairman / ceo / chief compliance officer	1 Jan 2004	Other	1332103
Inc. J.C. Reed & Company	Owner	1 Jan 2004	75% - 100%	20-3400834
Barron Allen Mathis	Investment director	1 Jan 2005	Other	4670823
Barron Allen Mathis	President	1 Jan 2006	Other	4670823
Christina Crus Pischel	Chief compliance officer/ vice president	1 Aug 2008	Other	2640995

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
John Cleveland Reed	Owner; ceo	1 Jul 2005	50% - 75%	1332103

Based in Franklin

The principal office where J.C. Reed Advisory Group, LLC performs its advisory services is located at 2555 Meridian Blvd, Franklin, TN 37067, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 615-771-7988 or by fax 615-771-7989. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at www.jcreed.com.