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Jenna Kathleen Reynolds

Integris Wealth Management, LLC

Frisco, NC

Monterey, CA

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Current Employers
Integris Wealth Management, Llc

435 Washington Street Suite A, Monterey, CA 93940 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-03-07
CA RA APPROVED 2018-07-24
  • TX RA
    APPROVED_RES
    Since 2024-03-07
  • CA RA
    APPROVED
    Since 2018-07-24

Branch Locations

Frisco, NC • United States

435 Washington Street Suite A, Monterey, CA 93940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Philip Benson Financial Services San Francisco CA 03/2015 03/2018
Integris Wealth Management, Llc Monterey CA 04/2018 Present
Previous Registrations
  • 2016-01-28 → 2018-06-05
    Philip Benson Financial Services
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-01-28
  • S65 Uniform Investment Adviser Law Examination
    2016-01-28
Other Names
  • Jenna Kathleen Folkerts

View on SEC IAPD

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