Latrisha Reed

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 11/2015 → 07/2020
  Crown Equipment
  New Bremen, OH
• 07/2020 → 03/2021
  Western & Southern Life
  Troy, OH
• 09/2020 → 03/2021
  W&S Brokerage Services, Inc.
  Troy, OH
• 03/2021 → Present
  Edward Jones
  St. Louis, MO

Other Businesses

"Kingseed Inc. Type: Retail Date: 12/09/09 Title: Stockholder Trad Hrs: 0 Tot Hrs: 0 Desc: No responsibilities, 2% stockholder City-State: Sidney OH

Exams

• S66 Uniform Combined State Law Examination
  2021-06-14

Other Names

• Latrisha Christian Reed
• Latrisha Christian Kingseed