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Jeffery Monroe Forrestall

International Assets Investment Management, LLC

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About Jeffery Monroe Forrestall

Jeffery Monroe Forrestall is a registered investment advisor representative with International Assets Investment Management, LLC. Jeffery is also affiliated with Global Assets Advisory, LLC. Jeffery Forrestall has a total of 12 years of experience in the financial services industry. Jeffery Forrestall's professional experience includes roles at LPL FINANCIAL LLC, INVEST Financial Corp, and Forrestall CPAs. Jeffery Forrestall is licensed to conduct investment related business in Georgia.

Firm Information

Jeffery Forrestall is currently registered with International Assets Investment Management, LLC. International Assets Investment Management, LLC is an Orlando, FL-based investment advisor with over $1.68 billion in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, and corporations. They also select other advisors for clients. Their team includes over 100 licensed agents, investment advisor representatives, and registered representatives.
International Assets Investment Management, LLC

111 NORTH ORANGE AVENUE

ORLANDO, FL 32801

$1.69B

Assets Under Management

50

Total Clients

116

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jeffery Forrestall’s Registration & Firm History

GA

11/03/2022 - Present

International Assets Investment Management, LLC (BUFORD GA)

GA

09/03/2021 - 09/29/2022

LPL FINANCIAL LLC (SUWANEE GA)

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Licenses & Designations

BC

Issued 08/18/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/03/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffery Monroe Forrestall.
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