James Reed Financial Services, Inc.
● SEC registered since 1989CRD 112179SEC# 801-35002Cleveland, OH
Reg. AUM
$388.6M
Employees
10
Accounts
1,166
Location
Cleveland, OH
James Reed Financial Services, Inc. assets under management
James Reed Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Cleveland, OH. The firm has been registered since 1989. It reports $388.6 million in regulatory assets under management and employs 10 people.
James Reed Financial Services, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amanda Elizabeth Lisachenko Control | President/Chief Compliance Officer | 50-75% | 2013 |
| Evan Watson Control | Investment Analyst | 10-25% | 2022 |
| Janet S Edwards Control | Client Relations Director | 25-50% | 2019 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does James Reed Financial Services, Inc. manage?
James Reed Financial Services, Inc. reports $388.6 million in regulatory assets under management on its Form ADV.
How many employees does James Reed Financial Services, Inc. have?
James Reed Financial Services, Inc. reports 10 employees.
Where is James Reed Financial Services, Inc. located?
James Reed Financial Services, Inc. is based in Cleveland, OH and has been SEC-registered since 1989.
Does James Reed Financial Services, Inc. disclose fund performance?
James Reed Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5885 Landerbrook Drive, Suite 110, Cleveland, OH 44124 |
| Phone | 216-464-2090 |
| Fax | 216-464-1163 |
| Office hours | 9:00a.m. 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1911052 |
| Discloses disciplinary history | No |
Regulatory AUM
$388.6M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$388.6Mregulatory AUM
Discretionary $388.6M