Jarryd
Reyes

Spectrum Capital Investment Group, Inc

CRD#6122413
Investment Advisor
in Irvine, CA

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About this Advisor

Jarryd Reyes is a financial advisor working out of Irvine, California, with a total of 2 years of industry experience. Reyes is an advisor for Spectrum Capital Investment Group, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Schoolsfirst Federal Credit Union, Cuna Brokerage Services, Inc, Wescom Financial Servies, LLC and Bank Of America, N.A. Reyes maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in California. Spectrum Capital Investment Group, Inc is a financial advisory business that has its headquarters in Irvine, CA. It controls $173 million in total assets among its 813 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 813 accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically vary depending on which services are provided. However, fees billed by Spectrum Capital Investment Group, Inc most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

9911 Irvine Center Drive Suite 150
Irvine, CA 92618

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Spectrum Capital Investment Group, Inc Brokerage Details

Total Assets Under Management

$173,000,000

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

813

CA Average: 3,727
Average Account Size

$212,792

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jarryd Reyes Work History

Jarryd has been registered as a financial advisor for 2 years.*

2019 - Present (5 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - Present (5 years)

Bank Of America, N.A

2016 - 2019 (3 years)

Wescom Financial Servies, LLC

2014 - 2016 (2 years)

Schoolsfirst Federal Credit Union

2014 - 2016 (2 years)

Cuna Brokerage Services, Inc

2012 - 2014 (2 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jarryd Reyes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Spectrum Capital Investment Group, Inc

Jarryd Reyes
Irvine, CA
Donovan Ritter
Irvine, CA
Nicole Gasque
Irvine, CA
Benjamin Putman
Irvine, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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