Jason Paul Reed

Jason Paul Reed

Wealth Manager Assistant

Qualifications

FINRA*

  • General Securities Representative (Series 7)*
  • Uniform Combined State Law Exam (Series 66)*

*Registrations held with LPL Financial

Our Investment Planning Group's Areas of Focus

  • Real Estate Investment Trusts (REITs)
  • Financial Planning 
  • Retirement Planning Strategies
  • Long Term Care

Memberships & Community

  • Palm City Chamber of Commerce (Member and Ambassador)
  • Stuart Martin County Chamber of Commerce
  • Hobe Sound Chamber of Commerce
  • Art Associates of Martin County

Related Experience

Investor, Owner, and Operator of Several Successful Small Businesses (1998 – Present)

Part Owner (2006 – Present)

Grandmaster Amy Reed’s

Black Belt Academy - Stuart FL

  • Business & Program Management
  • Clientele Service Management
  • Chief Taekwondo Instructor - 5th Degree Black Belt
     

Licensed Mortgage Broker (2004 - 2007)

Licensed Real Estate Agent (2014 - 2018)

Phone 772.233.4315
Fax 772.233.4316