John William Golden

Employer firm

Golden Reed Wealth Management, LLC CRD 340673

$1.28M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension 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

• 03/2023 → 07/2025
  Canopy 360 Wealth, Llc
  Ocala, FL
• 11/2021 → 02/2023
  James Moore & Co.
  Ocala, FL
• 10/2018 → 11/2021
  Canopy 360 Wealth, Llc
  Ocala, FL
• 09/2017 → 08/2021
  Forest High School / Ocala Gold Club
  Ocala, FL
• 04/2017 → 09/2017
  Keiser University
  Ocklawaha, FL
• 10/2016 → 04/2017
  Adios Golf Club
  Coconut Creek, FL
• 06/2016 → 10/2016
  Keiser University
  West Palm Beach, FL
• 07/2025 → Present
  Canopy 360 Wealth, Llc
  Ocala, FL
• 02/2026 → Present
  Golden Reed Wealth Management, Llc
  Ocala, FL
• 02/2026 → Present
  Golden Reed Insurance Solutions, Llc
  Ocala, FL

Previous Registrations

• 2025-07-25 → 2026-01-23
  Canopy 360 Wealth, Llc
  Ocala, FL

Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; OCALA, FL; INSURANCE AGENT; 2023; APPROXIMATELY 30 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS. Golden Reed Insurance Solutions, LLC; Ocala, FL; Investment Related; Fixed Insurance Sales; Managing Member/Insurance Agent; Started 02/2026; Approximately 10% of time spent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-17