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Jessica Joan Haages

Forum Financial Management, LP

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About Jessica Joan Haages

Jessica Joan Haages is a registered Investment Advisor Representative in Illinois. Jessica is currently employed with Forum Financial Management, LP, in Lombard, Illinois. Jessica has been registered with the Securities and Exchange Commission since December 2015, and previously worked at Cetera Investment Services LLC and Raymond James & Associates, Inc. Jessica holds the Series 7 and Series 66 licenses and the SIE exam. Jessica specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Jessica Haages is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

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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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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Jessica Haages’s Registration & Firm History

IL

03/16/2023 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

01/14/2021 - 05/13/2021

CETERA INVESTMENT SERVICES LLC (DEKALB IL)

IL

12/07/2015 - 01/15/2021

RAYMOND JAMES & ASSOCIATES, INC. (SYCAMORE IL)

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Licenses & Designations

BOTH

Issued 04/04/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/07/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Joan Haages.
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