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Jacalyn Rogers Reed

WHALEROCK POINT PARTNERS, LLC·PROVIDENCE, Rhode Island
SIE, Series 6, Series 63Clean recordWHALEROCK POINT PARTNERS, LLC
ONE TURKS HEAD PLACE, PROVIDENCE, RI 02903-2205CRD# 6206482Firm CRD# 140781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jacalyn Rogers Reed · PROVIDENCE, RI
Registration
CRD #6206482 · WHALEROCK POINT PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WHALEROCK POINT PARTNERS, LLC
CRD 140781 · SEC 801-66848
AUM
$625M
Regulatory assets under management
Employees
8
298 client accounts
Services offered by WHALEROCK POINT PARTNERS, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WHALEROCK POINT PARTNERS, LLC →
Introduction

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04

Frequently Asked Questions

What services does Jacalyn Rogers Reed offer?
Jacalyn Rogers Reed specializes in Investment Management, Wealth Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.
What are Jacalyn Rogers Reed's credentials?
Jacalyn Rogers Reed is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jacalyn Rogers Reed located?
Jacalyn Rogers Reed is based in PROVIDENCE, Rhode Island, working with WHALEROCK POINT PARTNERS, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.
How does Jacalyn Rogers Reed charge for services?
Jacalyn Rogers Reed's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHALEROCK POINT PARTNERS, LLC?
WHALEROCK POINT PARTNERS, LLC has approximately 8 employees and manages $625M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WHALEROCK POINT PARTNERS, LLC

Bradley Page Dorman
PROVIDENCE, RI
Tyson Carter Reed
PROVIDENCE, RI

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Research
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