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Jessica Moller Forrest

Austin Asset

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About Jessica Moller Forrest

Jessica Forrest is an Investment Advisor Representative at Austin Asset. Jessica has been in the industry since 1995. Jessica is licensed in Texas and has obtained the Series 7, Series 63 and Series 65 licenses. Jessica has experience working with high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. Jessica also has experience working with a number of firms including Salomon Smith Barney Inc., Smith Barney Inc., Alpha Capital Management, SGH Management Company LLC, and Coyle Capital, LLC.

Firm Information

Jessica Forrest is currently registered with Austin Asset. Austin Asset is a registered investment advisor with offices in AUSTIN, TX, United States. The firm manages approximately $1,539,329,345 in assets for 2,310 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. They offer a variety of advisory services, including portfolio management for individuals and businesses, as well as financial planning. Their website can be found at HTTPS://WWW.AUSTINASSET.COM.
Austin Asset

7200 N. MOPAC, SUITE 315

AUSTIN, TX 78731

$1.54B

Assets Under Management

Not reported

Total Clients

14

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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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 Forrest’s Registration & Firm History

TX

03/06/2020 - Present

Austin Asset (AUSTIN TX)

NY

06/25/1998 - 03/06/2002

SALOMON SMITH BARNEY INC. (NEW YORK NY)

NY

02/01/1995 - 07/11/1997

SMITH BARNEY INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/29/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/13/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jessica Moller Forrest.
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