Justin
Reede

The Mather Group, LLC

CRD#6644765
Investment Advisor
in Houston, TX

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About this Advisor

Justin Reede is a certified financial planner working in Houston, Texas with a total of 1 year of relevant experience. Reede is an employee of The Mather Group, LLC. Their career trajectory has included roles at Semita Asset Management, Enterprise Rent-A-Car, Liberty University, Armstrong & Dixon Business And Family Advisors, North Carroll Soccer Club, Homeschooled, Various Co-Ops, Soup'R Natural, Liberty University Enactus Chapter: Brewvita Coffee Company and The Mather Group, LLC. Reede holds a Series 65 license, designating them as an investment advisor representative, and is approved to advise clients in Illinois, Louisiana and Texas. The Mather Group, LLC is a financial advisory firm based out of Chicago, IL. The company has offices in 60 locations and a total of 167 financial advisors. It controls $9 billion in assets across its 16,761 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm advises two charities and foundations. Of its 16,761 client accounts, 51% are held by high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually vary depending on the type of financial services provided. Fees charged by The Mather Group, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

1 year

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

$8,718,717,623

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

167

TX Average: 44
Total Number of Accounts

16,761

TX Average: 2,564
Average Account Size

$520,179

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

Justin has been registered as a financial advisor for 1 years.*

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

2012 - 2013 (1 year)

Soup'R Natural

2010 - 2016 (6 years)

North Carroll Soccer Club

2001 - 2014 (13 years)

Homeschooled, Various Co-Ops

*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 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

Jonathan Gussick
Chicago, IL
Kelly Carpenter
Chicago, IL
Bradley Phillips
Austin, TX
Joshua Mason
Snohomish, WA
Amanda Muse
Chicago, IL
Stephen Biggs
Lafayette, CA
Richard Megica
Chicago, IL
David Morris
Chicago, IL

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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