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JR

Jesse M. Reinle

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CRD#: 5677860
JR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jesse Matthew Reinle, who also goes by Jesse M Reinle, was a registered financial professional .

Jesse is a previously registered financial professional and started their career in finance in 2012. Jesse had worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jesse M Reinle

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 13, 2013 - December 12, 2014

THE RETIREMENT GROUP, LLC

RIA
CRD#: 148296
SAN DIEGO, CA
Past

February 14, 2012 - June 1, 2012

SII INVESTMENTS, INC.

BD
CRD#: 2225
SAN DIEGO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/30/2012
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


TR
THE RETIREMENT GROUP, LLC
DAVENPORT AND ASSOCIATES | THE RETIREMENT GROUP, LLC | TEXAS INVESTMENT MANAGEMENT | GREAT NORTHERN WEALTH MANAGEMENT & INSURANCE

CRD#: 148296 / SEC#: 801-69578

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Contact information


Main Address
5414 Oberlin Dr. Suite 220, San Diego, CA 92121
Mailing Address
5414 Oberlin Dr. Suite 220, San Diego, CA 92121
Phone number
(800) 900-5867
Established
Firm type
Fiscal year end
# of Employees
30

Documents


Latest Form ADV

Part 2 Brochures

THE RETIREMENT GROUP LLC DISCLOSURE BROCHURE (3/28/2024)

Regulatory assets under management


Total Number of Accounts1,773
AUM (Assets Under Management)$ 544,452,358

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


THE RETIREMENT GROUP, LLC

CRD#: 148296

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