Justin
Reede

The Mather Group, LLC

CRD#6644765
Investment Advisor
in Houston, TX

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About this Advisor

Justin Reede is a financial advisor based in Houston, Texas, working with The Mather Group, LLC. Justin has previously held positions at Semita Asset Management, Enterprise Rent-A-Car, Liberty University, Armstrong & Dixon Business And Family Advisors, North Carroll Soccer Club, Liberty University Enactus Chapter: Brewvita Coffee Company, and The Mather Group, LLC. Justin has passed the Series 65 regulatory exam and is registered to provide services in Illinois, Louisiana, and Texas. Currently, Justin is part of The Mather Group, LLC, which operates out of Houston, Texas. The firm has 62 offices and 163 employees. The firm manages assets totaling $10.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at The Mather Group, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

4400 Post Oak Parkway Suite 2330
Houston, TX 77027

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The Mather Group, LLC Brokerage Details

Total Assets Under Management

$10,508,543,012

TX Average: $6,674,516,078
Total Number of Employees

163

TX Average: 44
Total Number of Accounts

15,974

TX Average: 2,564
Average Account Size

$657,853

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Justin Reede Work History

2022 - Present (2 years)

The Mather Group, LLC

2017 - 2022 (5 years)

Semita Asset Management

2016 - 2016 (< 1 year)

Armstrong & Dixon Business And Family Advisors

2016 - 2017 (1 year)

Liberty University Enactus Chapter: Brewvita Coffee Company

2015 - 2017 (2 years)

Enterprise Rent-A-Car

2015 - 2016 (1 year)

Liberty University Enactus Chapter: Brewvita Coffee Company

2014 - 2017 (3 years)

Liberty University

2010 - 2016 (6 years)

North Carroll Soccer Club

Disclosures

Please visit the SEC profile of Justin Reede 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 The Mather Group, LLC

John D'Amelio
Chicago, IL
Robert Bartlett
Cincinnati, OH
Michael Curley
Cincinnati, OH
Natalya Christy
Chicago, IL
Linda Dash
Atlanta, GA
Megan Mccarthy
Chicago, IL
Ben Petrie
Chicago, IL
Ryan Quinn
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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