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Jenna Kathleen Reynolds

Investment adviser representative at Integris Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
$812MFirm assets
20 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Integris Wealth Management, LLCApr 2018 to now
  2. Philip Benson Financial ServicesMar 2015 to Mar 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Integris Wealth Management, LLC

$812MAssets managed
355Clients
12Advisers
20 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5485948
Firm CRD
111336
Advisor's SEC record (opens in a new tab)
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