Julie Ann Reyes
Investment adviser representative at Reyes Financial Architecture Inc.
16 yearsExperience
1 stateRegistered in
$196.2MFirm assets
4 yearsFirm in business
Are you Julie Ann Reyes? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Reyes Financial Architecture, Inc.Mar 2009 to now
- Emerson Equity LLCJan 2019 to Feb 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2010
- Series 63 · Uniform Securities Agent State Law2019
State registrations
Registered as an investment adviser representative in 1 state (CA).
Reyes Financial Architecture Inc.
$196.2MAssets managed
170Clients
4Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5770495
- Firm CRD
- 153194