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Jeffrey Reish

Advisor at Raymond James Financial

Updated today

Location

Canon City, CO 81212

Credentials

Series 63, Series 66

Industry experience

26 years

About

Jeffrey Reish is a financial advisor with Raymond James Financial in Canon City, CO, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with Raymond James Financial since 2003 and operates Sangre de Cristo Financial, a support company involved in financial planning, asset management, and insurance. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a focus on tailored recommendations and a significant portion of its business conducted on a non-discretionary basis.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

General retirement planning Business succession planning Cash flow / budgeting

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Retired

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Fee options

Fixed

Fixed (flat) dollar fees may be charged for planning and/or investment consulting services

Commissions

Commissions are charged in brokerage accounts when implementing financial plans or recommendations; fees and commissions may be offset or discounted for legacy clients.

Project-based

Hourly rates for planning and/or investment consulting services generally up to $400 per hour

Other

Fee-only: Hourly fees generally up to $400 per hour; fees may also be fixed (flat) dollar amounts or a percentage of assets under advisement not to exceed 2.25%

Location

1232 Main St, Suite E

Canon City, CO 81212

Most active in

Colorado

Work history

Sangre De Cristo Financial

2018 - Present (8 years)

Raymond James Financial

2009 - Present (17 years)

Raymond James Financial Services

2003 - Present (23 years)

Canon City Financial Services Inc.

2003 - 2018 (15 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Andrew H

ChFC®, Series 63

Canon City, CO

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Andrew Hahn is the principal advisor at Hahn Financial Services, LLC in Canon City, Colorado, with 26 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked at Global Financial Private Capital, LLC and has been affiliated with various Hahn Financial Services entities since 2007. In addition to advisory services, he is a licensed insurance agent offering fixed indexed annuities, long-term care, term, and whole life insurance policies. Hahn Financial Services provides asset management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm’s investment approach focuses on long-term strategies such as asset allocation, dollar-cost averaging, and dividend reinvestment, with ongoing discretionary portfolio reviews to align with clients’ objectives and risk tolerance.

Retirement income strategy Income planning Annuities General estate planning guidance Long-term care insurance
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Andrew P

Series 63, Series 65

Caã±On City, CO

Concurrent Investment Advisors, LLC

Andrew Palmasano is a financial advisor with Concurrent Investment Advisors, LLC and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, with prior roles at Maverick Wealth Advisors, Canon City Financial Services, Raymond James Financial Services, and Black Creek Group. Palmasano serves as Treasurer for the Canon City Area Recreation and Park District. Concurrent Investment Advisors provides wealth management, financial planning, and retirement advisory services to individuals, families, trusts, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets and employs a long-term, customized investment approach using ETFs, mutual funds, individual securities, and alternative investments.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Sean M

Series 63, Series 65

Canon City, CO

Concurrent Investment Advisors, LLC

Sean Morton is a financial advisor at Concurrent Investment Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James Financial and Canon City Financial Services. Morton is also the owner of Maverick Wealth Advisors, where he serves as an independent contractor. Concurrent Investment Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios using ETFs, mutual funds, individual securities, and alternative investments, employing a primarily long-term investment approach.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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John W

Series 63, Series 65

Florence, CO

Mutual of Omaha Investor Services, Inc.

John Wysong is a financial advisor with Mutual of Omaha Investor Services, Inc., holding Series 63 and Series 65 licenses and having four years of industry experience. He has worked at Mutual of Omaha Investor Services since 2021 and also serves as an insurance agent. Outside of his financial career, Wysong has been a member of the Florence Volunteer Fire Department since 1992 and serves on the Florence Fire Protection District board. He also provides EMS services as a part-time EMT-intermediate for Gunnison Valley Health and acts as a medical training consultant for Holcim Cement. Mutual of Omaha Investor Services, Inc. offers advisory and retirement-plan services to a diverse client base, including individuals, retirement plans, corporations, and charitable organizations. The firm delivers financial planning, third-party money manager programs, and retirement plan consulting primarily through its network of Investment Advisor Representatives.

College savings (529s, UTMA, etc.) Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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Jeffrey M

PFS™

Canon City, CO

Waverly Advisors, LLC

Jeffrey Mueller is a financial advisor with Waverly Advisors, LLC and holds the PFS™ designation. He has 27 years of industry experience and has worked at Mueller Financial Solutions Co. and Mueller and Associates PC for several decades. Outside of his advisory work, he is a shareholder and treasurer of Siloam Stone, Inc., a family stone company, and serves as a trustee for the Trevor Graves Trust. Waverly Advisors, LLC is an SEC-registered firm serving individuals, corporations, retirement plans, and pooled investment vehicles. The firm offers portfolio management, financial planning, fiduciary services, and consulting, utilizing a combination of traditional and alternative asset strategies tailored to client objectives and risk tolerances.

Private / alternative investments Real estate investing Tax-loss harvesting Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Executive
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Christian P

Series 66

Canon City, CO

LPL Financial

Christian Pineda is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at Edward Jones for three years and has a diverse background including roles in the automotive industry and at Colorado State University Pueblo. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that develops strategic and tactical model portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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