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Jonathan Troy Reid

St. James Investment Advisors, LLC

Port Jefferson, NY

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Current Employers
St. James Investment Advisors, Llc

414 Main Street Suite 205, Port Jefferson, NY 11777 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-05
  • NY RA
    APPROVED
    Since 2024-03-05

Branch Locations

414 Main Street Suite 205, Port Jefferson, NY 11777 • 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
Ryleigh Electric Port Jefferson Station NY 07/2018 11/2018
Suffolk County Community College Selden NY 11/2018 02/2019
Old Town Pizza Port Jefferson Station NY 02/2019 10/2019
Mather Hospital Northwell Health Port Jefferson NY 11/2019 10/2021
St. James Investment Advisors, Llc Port Jefferson NY 07/2019 Present
Schwing Electrical Supply East Setauket NY 10/2017 06/2018
Darling Electric Port Jefferson NY 05/2017 08/2017
N/A N/A NY 08/2016 05/2017
  • 07/2018 → 11/2018
    Ryleigh Electric
    Port Jefferson Station, NY
  • 11/2018 → 02/2019
    Suffolk County Community College
    Selden, NY
  • 02/2019 → 10/2019
    Old Town Pizza
    Port Jefferson Station, NY
  • 11/2019 → 10/2021
    Mather Hospital Northwell Health
    Port Jefferson, NY
  • 07/2019 → Present
    St. James Investment Advisors, Llc
    Port Jefferson, NY
  • 10/2017 → 06/2018
    Schwing Electrical Supply
    East Setauket, NY
  • 05/2017 → 08/2017
    Darling Electric
    Port Jefferson, NY
  • 08/2016 → 05/2017
    N/A
    N/A, NY
Other Businesses

Independent licensed insurance agent (annuities and life insurance)

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-01
  • S65 Uniform Investment Adviser Law Examination
    2024-02-01

View on SEC IAPD

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MATTHEW STEPHEN WYPYSKI
John Andrew Spicciatie
JOSE MIGUEL ROSARIO
STEPHEN JOSEPH ANGLIM
HANNA MIA HILDRETH
Benjamin F Campbell
JUSTIN PAUL CULHANE

Other Offices

MORGAN STANLEY · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY
KESTRA ADVISORY SERVICES, LLC · Pt. Jefferson, NY
RUGGIERO INVESTMENTS · Port Jefferson, NY
LPL FINANCIAL LLC · PORT JEFFERSON, NY
LPL FINANCIAL LLC · PORT JEFFERSON, NY
EDWARD JONES · PORT JEFFERSON, NY
KESTRA ADVISORY SERVICES, LLC · Port Jefferson, NY

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