Jennifer Elizabeth Reid

Employer firm

Base CRD 340360

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2017 → 01/2019
  Nylife Securities Llc
  Waltham, MA
• 06/2017 → 01/2019
  New York Life Insurance Company
  Waltham, MA
• 08/2014 → 09/2017
  Self Employed
  West Newton, MA
• 03/2023 → Present
  Base Planning Llc
  West Newton, MA
• 02/2019 → Present
  Base Planning
  West Newton, MA

Other Businesses

the name of the other business; Base Planning whether the business is investment-related; Not Investment Related the address of the other business; 29 S Gate Park, Newton, MA 02465 the nature of the other business; Financial Coaching (educational only) your position; title, or relationship with the other business; Financial Coaching (educational only) & Insurance Sales the start date of your relationship; 02/2019 the approximate number of hours/month you devote to the other business; 80 hours / month the number of hours you devote to the other business during securities trading hours; 80 Hours/ month and briefly describe your duties relating to the other business; Budgeting Coach, Money mindset, Certified NLP, EFT and subconscious reprograming coach, helping clients talk through their habits and goals around money and finances, review things that they would like to change or work on and have regular accountability and check ins to see how things are going.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-12-01
• S63 Uniform Securities Agent State Law Examination
  2018-08-17

Other Names

• Jennifer Elizabeth Reichert
• Jen Reid