Julie Reyes has been President/Chief Financial Officer/Chief Compliance Officer of Reyes Financial Architecture since March 2009, is a control person of the firm and directly owns 75% or more of it. Julie Reyes studied at Pennsylvania State University.
Reyes Financial Architecture Inc. is a San Diego, CA firm with $196M under management, 170 clients and 4 advisers in one office, as of its March 2026 filing.
Julie Reyes is Chief Financial Officer and Chief Compliance Officer of Reyes Financial Architecture, Inc., an SEC registered investment advisory firm specializing in retirement planning, retirement income planning and portfolio risk management strategies. She began her career with Price Waterhouse, LLP in 1997, and after several years working as a CPA moved into the financial services side of the business. She has worked with David and Reyes Financial Architecture since the firm's inception.
- – present · 16 yearsSan Diego, CA · Adviser representative · Firm CRD 153194
Investment adviser representative registrations
Julie Reyes is registered as an investment adviser representative in California, since June 2010.
- CaliforniaSince 22 June 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 22TO | Direct Participation Programs Representative Examination | 6 February 2019 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 January 2019 |
| SIE | Securities Industry Essentials Examination | 22 January 2019 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2010 |
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Julie Ann Reyes
- CRD
- 5770495
- Firm
- Reyes Financial Architecture · CRD 153194
- Role
- President/Chief Financial Officer/Chief Compliance Officer
- Office
- 4660 LA JOLLA VILLAGE DRIVE, SUITE 725, San Diego, CA 92122
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- reyesplan.com
Where does Julie Reyes work?
Julie Reyes has been President/Chief Financial Officer/Chief Compliance Officer of Reyes Financial Architecture Inc. since March 2009, and is a control person of the firm.
Is Julie Reyes a financial advisor?
Yes. Julie Reyes has a current investment-adviser registration in California, through Reyes Financial Architecture since June 2010.
How many years of experience does Julie Reyes have?
Julie Reyes has 16 years in the financial industry, since June 2010, across 1 adviser firm.
What exams has Julie Reyes passed?
Julie Reyes has passed 4 licensing exams: the Series 65, SIE, Series 63 and Series 22TO. The earliest, the Series 65, was passed in June 2010.
Where is Julie Reyes based?
Julie Reyes’ registered office is in San Diego, CA.
Is Julie Reyes registered with FINRA?
No. Julie Reyes has no current broker registration.
How can I verify Julie Reyes’ record?
Search CRD 5770495 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Julie Reyes’ full registration record.