Jenna Reynolds (CRD# 5485948) is an Investment Advisor Representative working at Integris Wealth Management, LLC in Louisburg, NC and has over 8 years of experience in the finance industry.
CRD# 1158688
Townsend Asset Management Corp.
CRD# 1587979
Raymond James & Associates, Inc.
CRD# 5888654
Cambridge Investment Research Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integris Wealth Management, LLC | Monterey, CA | Apr 2018 - Current | 6 |
| Philip Benson Financial Services | San Francisco, CA | Mar 2015 - Mar 2018 | 3 |
| Allbackoffice Consulting | Raleigh, NC | May 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- CA
- OR
- TX
-
Total Assets Under Management574MILLIONS
-
Total Number of Accounts953ACCOUNTS
-
Average Account Value$602,224
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, OR, TX
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