James Case Reed

Current Employers

Employment History

• 11/1990 → 11/2022
  Hogan & Reed P.C. Cpa'S
  Annandale, VA
• 07/2008 → 10/2019
  1St Global Capital Corp.
  Annandale, VA
• 07/2008 → 10/2019
  1St Global Advisors, Inc.
  Annandale, VA
• 11/1990 → Present
  James Case Reed, Cpa
  Fairfax, VA
• 09/2009 → 09/2025
  Avantax Insurance Services, Inc.
  Annandale, VA
• 10/2019 → 09/2025
  Avantax Advisory Services
  Annandale, TX
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Annandale, VA
• 11/1990 → Present
  Hogan & Reed, Pc Cpas
  Annandale, VA
• 01/2020 → 09/2025
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Annandale, VA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Annandale, VA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Annandale, VA
• 2008-07-28 → 2019-10-25
  1St Global Advisors Inc
  Annandale, VA

Other Businesses

1) JACK & LOVELL OLENDER FOUNDATION POSITION: Director NATURE: The organization is a private foundation, making charitable contributions to other operating 501(c)3 organizations INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2008 DESCRIPTION: Prepare the 990PF each year. Help the grantor to the Private Foundation in funding the charity. Record keeping. 2) METRO WEALTH MANAGEMENT, LLC POSITION: PARTNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: Yes NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 06/11/2008 ADDRESS: Annandale VA , United States DESCRIPTION: Provide financial services to clients. 3) JAMES CASE REED, CPA POSITION: SOLE PROP. NATURE: null INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/01/1990 DESCRIPTION: CPA firm 4) REED FAMILY INVESTMENTS, LLC POSITION: Manager NATURE: The Reed Family Investments, LLC owns 3 rental houses located in Fairfax County, Virginia. The LLC is owned equally by me and my brother and 2 sisters. The LLC was inherited from my father, who died September 16, 2016. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2016 ADDRESS: 11390 Bantry Terrace, Fairfax VA 22030, United States DESCRIPTION: Collect and deposit rents on a monthly basis. Pay bills, as they come due. Approve new tenants. The LLC has a property manager that finds our tenants, for a finders fee. 5) HOGAN & REED, PC CPAS POSITION: Vice President NATURE: Accounting Firm INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/01/1990 ADDRESS: 4312-J Evergreen Lane, Annandale VA 22003, United States DESCRIPTION: Tax Planning, Tax Preparation, Estate issues, processing payroll, paying bills for firm, 6)REED FAMILY TRUST; TRUSTEE; TRUST; IR; 0; 07/21/1998; Fairfax VA 22030; Trustee

Exams

• S66 Uniform Combined State Law Examination
  2008-10-23

Designations

Other Names

• Case Reed