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Chief Compliance Officer · Whalerock Point Partners, LLC

Jacalyn R. Reed

CRD 6206482 · Named on Form ADV at one SEC-registered adviser

At a glance

Whalerock Point Partners, LLC, an SEC-registered wealth manager based in West Palm Beach, FL with $1.0 billion in regulatory assets, lists Jacalyn R. Reed on its Form ADV as Chief Compliance Officer.

Firms and roles

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Jacalyn’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jacalyn’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.