Jason Louis Reed

Current Employers

Simplicity Wealth

475 Springfield Ave. Suite #1, Summit, NJ 07901 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-01-24

CA RA
APPROVED

Since 2024-01-24

Branch Locations

Lake Forest, CA • United States

475 Springfield Ave. Suite #1, Summit, NJ 07901 • 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
Forta Financial Group, Inc.	Greenwood Village	CO	03/2021	11/2021
Centaurus Financial, Inc.	Anaheim	CA	01/2021	03/2021
Vestus Group	Carmel	CA	02/2020	01/2022
Market Makers Ed	Costa Mesa	CA	08/2010	02/2020
Financial Gravity Family Office Services, Llc	Lakeway	TX	01/2022	02/2023
Market Makers Ed	Irvine	CA	09/2021	Present
Family Wealth & Vestus	Lake Forest	CA	01/2024	Present

03/2021 → 11/2021

Forta Financial Group, Inc.

Greenwood Village, CO
01/2021 → 03/2021

Centaurus Financial, Inc.

Anaheim, CA
02/2020 → 01/2022

Vestus Group

Carmel, CA
08/2010 → 02/2020

Market Makers Ed

Costa Mesa, CA
01/2022 → 02/2023

Financial Gravity Family Office Services, Llc

Lakeway, TX
09/2021 → Present

Market Makers Ed

Irvine, CA
01/2024 → Present

Family Wealth & Vestus

Lake Forest, CA

Previous Registrations

2022-01-12 → 2023-02-21

Financial Gravity Family Office Services, Llc

Lakeway, TX

Huntington Beach, CA

Other Businesses

Market Makers ED; Insurance-Related business; 8 Shadwell, CA 92620; Insurance; Producer; Sep 2021; 40 hrs/ month, with 0 hrs during securities trading hours; Insurance and Annuity sales.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-01-11

S66 Uniform Combined State Law Examination

2022-01-11

View on SEC IAPD