Jean B. Reynolds
Professional summary
Jean Boehmler Reynolds, who also goes by Jean P Boehmler, Jean Porter Boehmler, is a registered financial professional currently at N.A. INVESTCORP LLC located in New York, New York.
Jean is registered as a RR (Registered Representative) and started their career in finance in 2008. Jean has worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jean Boehmler Reynolds's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 21, 2024 - Present
N.A. INVESTCORP LLC
Office #1: 280 Park Avenue 39th Floor, New York, NY, 10017Office #2: 280 Park Avenue 39th Floor, New York, NY, 10017February 22, 2019 - February 24, 2023
HAMILTON LANE SECURITIES LLC
February 6, 2008 - February 4, 2019
MORGAN STANLEY DISTRIBUTION, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(3/21/2024)
Exams
FINRA
Current Firm
N.A. INVESTCORP LLC
CRD#: 134162 / SEC#: , 8-66812
Contact information
FINRA licenses (7 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| INVESTCORP INTERNATIONAL HOLDINGS, INC. | SHAREHOLDER | |
| GOLDCHAIN, SCOTT DAVID | PRESIDENT AND CHIEF EXECUTIVE OFFICER | 3276936 |
| MURPHY, BRIAN JOSEPH | SECRETARY | 1720020 |
| QASIMI, SAMI | CHIEF COMPLIANCE OFFICER | 5640450 |
| SHEA, PATRICK OFARRELL | HEAD OF INVESTMENT BANKING, FINANCIAL AND OPERATIONAL PRINCIPAL | 838154 |
Red Flags
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