Cheryl Ann Reed

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 07/2008 → 03/2022
  Raymond James Financial Services,Inc.
  Peoria, IL
• 01/2009 → 03/2022
  Raymond James Financial Services Advisors, Inc
  Peoria, IL
• 06/2008 → 03/2018
  South Side Bank
  Peoria, IL
• 03/2018 → 11/2018
  Busey
  Peoria, IL
• 11/2018 → 03/2022
  Busey Bank
  Peoria, IL
• 11/2018 → 03/2022
  Busey Investment Services
  Peoria, IL
• 03/2022 → Present
  Raymond James & Associates, Inc.
  Pekin, IL
• 03/2022 → Present
  Raymond James Financial Services Advisors, Inc.
  Pekin, IL
• 03/2022 → Present
  Raymond James Financial Services, Inc.
  Pekin, IL

Previous Registrations

• 2007-05-07 → 2008-07-01
  Invest Financial Corporation
  Pekin, IL
• 2006-11-08 → 2007-05-08
  Pfic Advisors, Inc.
  Franklin, TN

Exams

• S66 Uniform Combined State Law Examination
  2005-07-12

Other Names

• Cheryl Ann Thomason