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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jenna? Claim Your ProfileJenna Kathleen Reynolds is an investment advisor representative with Integris Wealth Management, LLC. Jenna has been a registered investment advisor since 2016 and has experience providing financial planning and portfolio management services to individuals, high net worth individuals, and pension and profit sharing plans. Jenna holds a Series 65 license and is registered with the state of California, Oregon, and Texas. Before joining Integris Wealth Management, LLC, Jenna worked at Philip Benson Financial Services and AllBackOffice Consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NC
03/07/2024 - Present
Integris Wealth Management, LLC (LOUISBURG NC)
IA
Issued 01/28/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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