• Individual
  • Firm
at
in
in
When communicating online or investing with any professional, make sure you know who you’re dealing with. Imposters might link to sites like BrokerCheck from phishing or similar scam websites, or through social media , trying to steal your personal information or your money. Please contact FINRA with any concerns.
CONNOR JAMES REED
CRD#: 6788986
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 1600 NEWPORT CTR DR STE 100
NEWPORT BEACH, CA 92660
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 2211 MICHELSON DRIVE
SUITES 100, 120
IRVINE, CA 92612
Registration History
202120222023202420252026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2021 - Present (3 years)
License(s)

State Registrations

B
Arizona 10/18/2021

B
New Hampshire 1/6/2023

B
California 10/5/2021

B
New Jersey 11/16/2021

IA
California 5/2/2022

B
New Mexico 1/6/2023

B
Colorado 11/16/2021

B
New York 11/16/2021

B
District of Columbia 1/6/2023

B
North Carolina 11/16/2021

B
Florida 1/6/2023

B
Ohio 1/9/2023

B
Georgia 11/16/2021

B
Oklahoma 1/6/2023

B
Hawaii 1/6/2023

B
Oregon 1/6/2023

B
Idaho 1/6/2023

B
Pennsylvania 11/16/2021

B
Illinois 1/6/2023

B
South Carolina 1/6/2023

B
Indiana 1/6/2023

B
South Dakota 1/6/2023

B
Iowa 1/6/2023

B
Tennessee 1/6/2023

B
Louisiana 1/6/2023

B
Texas 10/18/2021

B
Maine 1/6/2023

IA
Texas 5/2/2022

B
Massachusetts 11/16/2021

B
Utah 1/6/2023

B
Michigan 1/6/2023

B
Vermont 11/16/2021

B
Minnesota 1/6/2023

B
Virginia 1/6/2023

B
Missouri 1/6/2023

B
Washington 1/6/2023

B
Montana 1/6/2023

B
Wisconsin 1/6/2023

B
Nevada 10/18/2021

B
Wyoming 1/6/2023

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
1600 NEWPORT CTR DR STE 100, NEWPORT BEACH, CA 92660
Registered with this firm since 5/2/2022

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
2211 MICHELSON DRIVE SUITES 100, 120, IRVINE, CA 92612
LAGUNA NIGUEL, CA
Registered with this firm since 7/1/2021

For additional information about investment advisers or broker-dealers, please visit
B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.