Justin Chane Reagan

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 09/2024
  Ohio National Financial Services
  Houston, TX
• 01/2011 → 09/2024
  The O.N. Equity Sales Company
  Cincinnati, OH
• 10/2024 → Present
  Raymond James Financial Services, Inc.
  Bryan, TX
• 10/2024 → Present
  Crossbridge Wealth Strategies, Llc
  Bryan, TX

Other Businesses

(1)Name of Business: Chane Reagan Financial Services DBA Address: 8877 Catamaran Way, Montgomery, TX, 77316, United States Activity Type: Non-variable Insurance Position/Title: Owner Investment Related: Yes Start Date: 03/01/2007 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Insurance and Fixed Products Without a Prospectus (2)Name of Business: CROSSBRIDGE WEATH STRATEGIES, LLC Address: 1716 Briarcrest Dr Ste 730, Bryan, TX, 77802-2874, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 10/02/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: USE OF DUAL ENTITY

Exams

• S63 Uniform Securities Agent State Law Examination
  2001-06-04

Designations

• Chartered Financial Consultant

Other Names

• Chane Reagan