John Reynolds
Investment adviser representative at Downshift Financial
13 yearsExperience
2 statesRegistered in
$214.7MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Downshift FinancialJan 2025 to now
- Downshift FinancialJan 2024 to Dec 2024
- Apple Inc.Jul 2013 to May 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
Downshift Financial
Legal name: Downshift Financial, LLC
$214.7MAssets managed
81Clients
3Advisers
2 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
- 8039029
- Firm CRD
- 314068