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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.

  1. Downshift FinancialJan 2025 to now
  2. Downshift FinancialJan 2024 to Dec 2024
  3. 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
Advisor's SEC record (opens in a new tab)
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