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John Reynolds

Downshift Financial

Middleton, FL

Boulder, CO

CRD 8039029

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Employer firm

Downshift Financial CRD 314068

$215M regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Downshift Financial

Boulder, CO • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-02-10
CO RA APPROVED 2025-02-03
  • FL RA
    APPROVED
    Since 2026-02-10
  • CO RA
    APPROVED
    Since 2025-02-03

Branch Locations

Middleton, FL • United States

Boulder, CO • 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
OrganizationCityStateFromTo
Downshift Financial Boulder CO 01/2025 Present
Downshift Financial Boulder CO 01/2024 12/2024
Apple Inc. Dubois WY 07/2013 05/2025
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-10-30
  • S65 Uniform Investment Adviser Law Examination
    2024-10-30

View on SEC IAPD

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