Director of Operations · Integris Wealth Management, LLC
Jenna K. Reynolds
CRD 5485948 · Named on Form ADV at one SEC-registered adviser
At a glance
Integris Wealth Management, LLC, an SEC-registered wealth manager based in Monterey, CA with $812 million in regulatory assets, lists Jenna K. Reynolds on its Form ADV as Director of Operations, a control person.
Firms and roles
- Integris Wealth Management, LLCDirector of OperationsWealth manager · Monterey, CA · $812M in regulatory assets
AtlasMembers
Jenna’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
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 2016 (10 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jenna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Gifford R. LehmanMember, Integris Wealth Management, LLC
- Michael A. LeavyAdvisor/cio, Integris Wealth Management, LLC
- Kevin R. MahoneyAdvisor/cco/coo, Integris Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jenna’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.