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Duncan Reed

Edward Jones

Lansdale, PA

CRD 6258771

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-07-15
PA RA APPROVED 2014-03-03
  • TX RA
    APPROVED_RES
    Since 2021-07-15
  • PA RA
    APPROVED
    Since 2014-03-03

Branch Locations

1800 Pennbrook Pkwy Ste 102, Lansdale, PA 19446 • 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
Gwynedd Mercy University Gwynedd Valley PA 09/2010 Present
Devry Uninversity Fort Washington PA 05/2011 12/2016
Edward Jones St. Louis MO 10/2013 Present
  • 09/2010 → Present
    Gwynedd Mercy University
    Gwynedd Valley, PA
  • 05/2011 → 12/2016
    Devry Uninversity
    Fort Washington, PA
  • 10/2013 → Present
    Edward Jones
    St. Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-12-07
  • S66 Uniform Combined State Law Examination
    2013-12-07
Designations
  • Certified Financial Planner
Other Names
  • Duncan Reed
  • Duncan E Reed

View on SEC IAPD

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