Jason Timothy Reeves

Employer firm

Consortium Private Wealth LLC CRD 325038

$650.4K regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 04/2015 → 11/2018
  Valic Financial Advisors, Inc.
  Baton Rouge, LA
• 12/2018 → 07/2019
  Massmutual Life Insurance Company
  Metairie, LA
• 12/2018 → 07/2019
  Mml Investors Services, Llc
  Metairie, LA
• 04/2015 → 11/2018
  American International Group, Inc
  Baton Rouge, LA
• 07/2019 → 03/2022
  Segue Wealth Management
  Marrero, LA
• 10/2019 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 10/2019 → 07/2021
  Equitable Advisors, Llc
  New York, NY
• 03/2020 → 12/2021
  Lowe's Home Improvement
  Denver, CO
• 01/2022 → 12/2022
  Office Depot
  New Orleans, LA
• 03/2022 → 12/2022
  Lpl Financial Llc
  Metairie, LA
• 03/2022 → 12/2022
  Gulf Coast Bank And Trust Company
  Metairie, LA
• 12/2022 → 08/2024
  Regions Bank
  New Orleans, LA
• 12/2022 → 08/2024
  Cetera Investment Services Llc
  Saint Cloud, MN
• 12/2022 → 08/2024
  Cetera Investment Advisers Llc
  New Orleans, LA
• 12/2024 → Present
  Consortium Private Wealth Llc
  Mandeville, LA
• 08/2019 → Present
  Best Buy
  Mandeville, LA

Previous Registrations

• 2022-12-12 → 2024-08-26
  Cetera Investment Advisers Llc
  Gretna, LA
  New Orleans, LA
  New Orleans, LA
• 2022-04-04 → 2022-12-09
  Lpl Financial Llc
  Metairie, LA
• 2019-10-08 → 2020-07-14
  Equitable Advisors, Llc
  Lakewood, CO
• 2018-12-06 → 2019-07-12
  Mml Investors Services, Llc
  Metairie, LA
• 2015-04-27 → 2018-12-27
  Valic Financial Advisors, Inc.
  Baton Rouge, LA
  Metairie, LA
• 2014-10-10 → 2015-03-26
  Edward Jones
  St Louis, MO
  Marrero, LA
  Marrero, LA
  Gretna, LA

Other Businesses

1. 256 RESIDENTIAL HOUSING PARTNERS LLC, CONDUCTING RESEARCH TO FIND HOMES FOR THE LLC TO BUY, RENOVATE, AND RENT OUT, 0% OWNER, 15/HRS/WK

Exams

• S66 Uniform Combined State Law Examination
  2014-10-10

Other Names

• Jason T Reeves