Donald Aaron Reed

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

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

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

Current Employers

Employment History

• 12/2013 → 11/2018
  Sii
  Henrico, VA
• 11/2018 → 12/2018
  Royal Alliance Associates, Inc.
  Midlothian, VA
• 01/2019 → 04/2019
  Global Financial Private Capital, Llc
  Sarasota, FL
• 01/2019 → Present
  Financial Dynamics
  Midlothian, VA
• 04/2019 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2019-01-29 → 2019-04-23
  Global Financial Private Capital, Inc.
  Midlothian, VA
  Sarasota, FL
• 2018-11-02 → 2019-01-06
  Osaic Wealth, Inc.
  Midlothian, VA
• 2014-10-14 → 2018-11-02
  Signator Investors, Inc.
  Henrico, VA
  Midlothian, VA

Other Businesses

(1) Financial Dynamics & Associates; DBA; Investment Related; 13537 Waterford Parkway, Midlothian, VA 23112; Agent; As part of an overall financial plan, insurance products are sometimes recommended; Start 1/7/2019; 6 hours/month spent during trading. (2) Council Member, Town Council of Crewe, VA 2393, financial planning, start 7/2016, approx. 10 hrs./mo., 0 trading hr. (3) Board of Directors for Virginia Deer Hunters Association, Start 10/2016, approx. 10 hours a month/0 trading, 0 compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-10-03
• S63 Uniform Securities Agent State Law Examination
  2014-08-13

Other Names

• Aaron Reed