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Jeffrey B. Reis
Jeffrey B. Reis, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
110 North Main Street
Suite 1100
Dayton, OH 45402
tel: 937-223-4067
toll free: 800-223-0644
fax: 937-445-0896
Email Me
Welcome Education Associations Experience
Welcome

As your Financial Advisor, I will spend the time to understand your financial concerns and work in partnership with you to develop a customized investment program that can best meet your needs. As our relationship builds over time, I will be able to anticipate your changing circumstances and help advise you on appropriate investment strategies. I look forward to serving your long-term investment needs. Please feel free to call me at any time.
Education and Licensing
  • CERTIFIED FINANCIAL PLANNER™, 2001
    College for Financial Planning
  • BS, 1982
    Ohio State University
    Columbus, OH
  • Series 3 - National Commodity Futures
  • Series 6 - NASD Registered Representative
  • Series 7 - General Securities Representative
  • Series 63 - Uniform State Exam
Associations
  • Circle of Friends
Business Experience
  • 1999 - Present: Morgan Stanley Smith Barney*
    Second Vice President - Wealth Management
    Dayton, OH
  • 1989 - 1999: Paine Webber
    Investment Executive
    Dayton, OH
Bulletin Board
  • I am very appreciative when existing clients refer friends, family, and business associates for an exploratory meeting. I will do my utmost to meet your highest expectations.
  • Ask me about developing, with you, a free Comprehensive Financial Plan based on your financial goals and objectives, and then implementing a disciplined investment strategy designed to help you achieve those goals.
Jeffrey B. Reis is licensed in the following state(s): AZ, CA, CO, FL, GA, IL, IN, KS, KY, MI, NC, NH, NV, OH, PA, TX, VA, WA
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
FEATURED REPORTS

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