James Reed Financial Services, Inc.
- Regulatory AUM
- $389M
- Discretionary
- $389M
- Clients
- 351
- Avg AUM / client
- $1.1M
- Accounts
- 1,166
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Investments (13F portfolio — 19 positions, $131,010,630)
13F period Jun 30, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | MSCI USA SZE FT | $29,216,776 | 163,881 | 22.3% | 7.52% |
| 2 | Vanguard Index Fds | LARGE CAP ETF | $29,093,905 | 84,597 | 22.2% | 7.49% |
| 3 | J P Morgan Exchange Traded F | NASDAQ EQT PREM | $26,066,440 | 424,120 | 19.9% | 6.71% |
| 4 | Capital Group Global Equity | SHS | $20,844,848 | 591,511 | 15.9% | 5.36% |
| 5 | Vanguard Index Fds | MID CAP ETF | $16,819,364 | 208,755 | 12.8% | 4.33% |
| 6 | Global X Fds | ARTIFICIAL ETF | $1,934,380 | 29,483 | 1.48% | 0.5% |
| 7 | Apple Inc | COM | $1,293,150 | 4,469 | 0.99% | 0.33% |
| 8 | Microsoft Corp | COM | $1,221,641 | 3,275 | 0.93% | 0.31% |
| 9 | Nvidia Corporation | COM | $894,203 | 4,469 | 0.68% | 0.23% |
| 10 | Progressive Corp | COM | $751,468 | 3,440 | 0.57% | 0.19% |
| 11 | Jpmorgan Chase & Co | COM | $551,224 | 1,684 | 0.42% | 0.14% |
| 12 | 3 M Co | COM | $400,566 | 2,474 | 0.31% | 0.1% |
| 13 | Amgen Inc | COM | $327,719 | 905 | 0.25% | 0.08% |
| 14 | Vanguard Scottsdale Fds | VNG RUS1000GRW | $304,316 | 2,381 | 0.23% | 0.08% |
| 15 | Vanguard Index Fds | S&P 500 ETF SHS | $295,329 | 430 | 0.23% | 0.08% |
| 16 | Exxon Mobil Corp | COM | $280,687 | 2,053 | 0.21% | 0.07% |
| 17 | Advanced Micro Devices Inc | COM | $254,439 | 438 | 0.19% | 0.07% |
| 18 | Amazon Com Inc | COM | $246,444 | 1,034 | 0.19% | 0.06% |
| 19 | Sandisk Corp | COM | $213,731 | 94 | 0.16% | 0.05% |
Top 25 of 19 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 214 | $81.5M | 21.0% |
| High net worth individuals | 129 | $293M | 75.4% |
| Pension and profit sharing plans | 7 | $14.2M | 3.66% |
| Corporations and other businesses | 1 | $99.8K | 0.03% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Reed, James, Myron | President | Dec 1986 (40y) | 10% – 25% | |
| Amanda Elizabeth Lisachenko | Chief Operating Officer/ Chief Compliance Officer | CFP | May 2013 (13y) | 50% – 75% |
| Janet S Edwards | Client Relations Manager | Jan 2019 (8y) | 10% – 25% | |
| Evan Watson | Investment Analyst | Feb 2020 (7y) | 5% – 10% | |
| Liam A Studt | Registered representative | CFP | Sep 2021 (5y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Commissions
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Pershing $365M (94% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗