Reed
Terry

Edward Jones

CRD#6172784
Investment Advisor
in Seattle, WA

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About this Advisor

Reed Terry is a financial advisor based out of Seattle, Washington, with 10 years in the industry. Terry is currently employed by Edward Jones. Their career trajectory has included roles at Limelight Networks and Edward Jones. Terry holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Washington. Edward Jones is a registered investment business that has its headquarters in Seattle, Washington. It has offices in 14,439 locations and a total of 25,919 advisors. It controls $423 billion in assets under management between its 3,336,586 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 1,064 charitable organizations. Of its 3,336,586 customer accounts, just 10% are held by high-net-worth clients who have greater than $1 million in assets. The advisory firm has a number of services, including portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fees typically vary depending on which service is offered. However, fees billed by Edward Jones may include any blend of asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

3304 East Spring St
Seattle, WA 98122

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Edward Jones Brokerage Details

Total Assets Under Management

$423,236,579,906

WA Average: $11,469,110,461
Total Number of Employees

25,919

WA Average: 458
Total Number of Accounts

3,336,586

WA Average: 33,415
Average Account Size

$126,847

WA Average: $343,232

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Investment Advisory Services

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

Reed Terry Work History

Reed has 10 years of experience.

2013 - Present (8 years)

Edward Jones

2010 - 2013 (3 years)

Limelight Networks

Disclosures

Reed Terry has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Edward Jones

Marcelo Fallick
Houston, TX
Nicholas Horstman
Williamston, MI
Brian Webb
Madisonville, KY
Ryan Collins
Amery, WI
Danielle Patnode
Erie, CO
Nolan Jeter
Atlanta, GA
Meghan Casey
Milford, NJ
Donald Smith
Suffolk, VA

This content was compiled from the SEC and FINRA.

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