Texas Coast Financial Services is a “Doing Business As” (DBA) name. Jason Reeves began using the DBA name to emphasize his independent, objective approach in serving clients without broker-dealer influence to generate commission or offer proprietary products.
Jason Reeves, MBA
Jason Reeves has been a financial advisor since 1995. He earned a Bachelor degree in Finance from Texas A&M University – Corpus Christi in 1994 and a Masters in Business Administration in 1999. He’s completed coursework from the College of Financial Planning as well as participating in annual continuing education to update skills and knowledge of financial regulatory issues and products.
In the local community, Jason volunteers as a sports announcer for Ingleside Independent School District as “the Voice of the Mustangs”. He also has volunteered in youth sports as a coach, announcer and score-keeper and with a local church in music ministry.
Summit Brokerage Services (Summit)
Summit Brokerage Services (Summit), a Boca Raton, Florida-based full-service brokerage firm is a premier national independent broker-dealer with client assets held at First Clearing, LLC and Pershing, LLC.
Through my alliance with Summit, we offer a wide variety of financial products and services, including stock and bond trading, mutual funds, insurance products (including annuities and life insurance), managed money accounts, self-directed IRAs, 401(k) plans, and a variety of other products and services.
First Clearing, LLC, a non-bank affiliate of Wells Fargo & Company, and Pershing, LLC, a subsidiary of Bank of New York Mellon, separately carry customer accounts for Summit. Both First Clearing and Pershing are members of the New York Stock Exchange. Client assets are protected up to $500,000 (of which $250,000 may be cash) by the Securities Investor Protection Corporation (SIPC), and, through either First Clearing or Pershing, we are able to provide additional commercial coverage of the remaining net equity balance, if any, in your accounts at no charge. This coverage does not protect against losses from changes in the market values on investments.
Pershing is committed to supporting the success of our clients. We provide you and your investors with a strong foundation for growth, and deliver industry-leading technology and innovative solutions to help you grow your business without limits.
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