Jeremy David Reed
Investment adviser representative at Carroll Advisory Group
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$341.1MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Carroll Advisory GroupOct 2025 to now
- Thrivent Investment Management IncJul 2024 to Oct 2025
- Thrivent Advisor Network, LLCMar 2021 to Oct 2025
- RBC Capital Markets, LLCMar 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (TX).
Carroll Advisory Group
Legal name: Carroll Advisory Group, LLC
$341.1MAssets managed
250Clients
4Advisers
1 yearIn 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
- 6628677
- Firm CRD
- 334565