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Julie Ann Reyes

Investment Adviser Representative at REYES FINANCIAL ARCHITECTURE INC.

San Diego, CACRD #5770495Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
16 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Julie Ann Reyes has worked in the securities industry since 2010. They have passed the Series 65, 63, and 22 examinations. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
California
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 1/29/2019
Series 65
Uniform Investment Adviser Law Examination
Passed 6/16/2010
Series 22
Direct Participation Programs Representative Examination
Passed 2/6/2019
SIE
Securities Industry Essentials Examination
Passed 1/22/2019

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Below $500,0002.45%
$500,001 to $1,500,0001.95%
$1,500,001 to $2,500,0001.75%
Over $2,500,0011.50%
Source

Reyes Financial Architecture Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REYES FINANCIAL ARCHITECTURE INC.Current
6/22/2010San Diego, CA
EMERSON EQUITY LLC
2/6/20192/28/2025San Diego, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at REYES FINANCIAL ARCHITECTURE INC.

4 other advisors in the directory

View REYES FINANCIAL ARCHITECTURE INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie Ann Reyes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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