Jeffrey Todd Reed

Employer firm

Berntson Porter Wealth Management, LLC CRD 116276

165 advisory clients

Reported services (Item 5G)

Selection of other advisers

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

Current Employers

Berntson Porter Wealth Management, Llc

11100 Ne 8Th St Suite 400, Bellevue, WA 98004 • United States

Current Registrations

Authority	Category	Status	Date
MT	RA	APPROVED	2020-06-04
WA	RA	APPROVED	2008-05-26

MT RA
APPROVED

Since 2020-06-04
WA RA
APPROVED

Since 2008-05-26

Branch Locations

2786 Highway 89 South, Emigrant, MT 59027 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Independent Contractor	Sammamish	MT	07/2007	03/2018
Berntson Porter Wealth Management Llc	Emigrant	MT	04/2008	Present

07/2007 → 03/2018

Independent Contractor

Sammamish, MT
04/2008 → Present

Berntson Porter Wealth Management Llc

Emigrant, MT

Other Businesses

REEDFLY FARM, NON-INVESTMENT BUSINESS, 2786 Highway 89 South, Emigrant, MT 59027, FLY FISHING LODGE, OWNER, STARTED 07/2010, 80 HOURS/MONTH, 40 HOURS A MONTH DURING TRADING HOURS, DUTIES: Run flyfishing lodge

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-05-23

S65 Uniform Investment Adviser Law Examination

2008-05-23

View on SEC IAPD

Employer firm

Current Employers

Berntson Porter Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

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