Jessica Moller Forrest
CFP®Professional Summary
Jessica Moller Forrest, CFP®, who also goes by Jessica Ann Moller, is a registered financial advisor currently at AUSTIN ASSET located in Austin, Texas. Jessica is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jessica has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Investment Management
- Financial Planning
Biography
Jessica is a CERTIFIED FINANCIAL PLANNER™ with Austin Asset building relationships with clients to offer sound financial advice and professional investment management. With over 20 years of financial planning and investment management, Jessica welcomes the challenge of identifying opportunities in individual circumstances to build comprehensive financial plans tailored to meet long term goals. She strives to make a positive difference in the lives of the people she serves. Austin Asset builds a collaborative team of...
Other Aliases
Jessica Ann Moller
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Contact Information
Direct
(xxx) xxx-xxxx
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Credentials
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Current Firm
AUSTIN ASSET | JHM CONSULTING, INC. IS NEW FULL LEGAL NAME | JHM CONSULTING, INC. | AUSTIN ASSET MANAGEMENT CO
Contact Information
Main Address
7200 N. Mopac, Suite 315, Austin, TX 78731Phone Number
(512) 453-6622# of Employees
21SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
1,974AUM (Assets Under Management)
$1,871,758,998Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/26/2024 | Cover Page | Report |
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
Primary Firm SEC Registration
AUSTIN ASSET | JHM CONSULTING, INC. IS NEW FULL LEGAL NAME | JHM CONSULTING, INC. | AUSTIN ASSET MANAGEMENT CO
State Registrations and Notice Filings
(3/6/2020)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
CRS (Client Relationship Summary) - RIA
Click below to view Jessica Moller Forrest's CRS (Customer Relationship Summary).
Services Offered by Jessica
- Risk Management & Insurance
- Estate & Legacy Planning
- Tax Planning
- Retirement Planning
- Investment Management
- Financial Planning
Similar Advisors
ATX PORTFOLIO ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
VOYA FINANCIAL ADVISORS, INC.
MORGAN STANLEY
