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JB

Jessica N. Bordelon

WESTWOOD WEALTH MANAGEMENT
Dallas, TX 75201
Some features on this profile are disabled
CRD#: 5571033
JB

Professional summary

Jessica Noelle Grigsby Bordelon, who also goes by Jessica Noelle Grigsby, Jessica Noelle Grigsby Bordelon, is a registered financial advisor currently at WESTWOOD WEALTH MANAGEMENT located in Dallas, Texas and SALIENT CAPITAL L.P. located in Dallas, Texas.

Jessica is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Jessica has worked at 6 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jessica Noelle Grigsby | Jessica Noelle Grigsby Bordelon

Other business activities

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.
1) Westwood Management Corp.; Investment Related; Dallas, TX; Associate Vice President, Associate Wealth Advisor; Start 08/2025, full time employment with Westwood Management Corp.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jessica Noelle Grigsby Bordelon's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 18, 2025 - Present

WESTWOOD WEALTH MANAGEMENT

Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201
RIA
CRD#: 132162
Dallas, TX
Current

September 4, 2025 - Present

SALIENT CAPITAL L.P.

Office #1: 200 Crescent Court Suite 1200, Dallas, TX 75201
BD
CRD#: 147912
Dallas, TX
Past

December 8, 2021 - July 29, 2025

1836 ASSET MANAGEMENT, LLC

RIA
CRD#: 313389
DALLAS, TX
Past

September 6, 2016 - May 10, 2021

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
Dallas, TX
Past

September 6, 2016 - May 10, 2021

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
Dallas, TX
Past

November 11, 2015 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
DALLAS, TX
Past

November 11, 2015 - September 6, 2016

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
DALLAS, TX
Past

December 6, 2013 - October 14, 2015

VALIC FINANCIAL ADVISORS, INC.

RIA
CRD#: 42803
BATON ROUGE, LA
Past

July 1, 2013 - October 14, 2015

VALIC FINANCIAL ADVISORS, INC.

BD
CRD#: 42803
BATON ROUGE, LA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WESTWOOD WEALTH MANAGEMENT
MCCARTHY GROUP ADVISORS, L.L.C. | WESTWOOD WEALTHCOACH | WESTWOOD WEALTH MANAGEMENT | WESTWOOD ADVISORS, L.L.C

CRD#: 132162 / SEC#: 801-63410

RIA
Registered Investment Advisory firm - (7/1/2004 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(9/18/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/27/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/1/2013
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WW
WESTWOOD WEALTH MANAGEMENT
MCCARTHY GROUP ADVISORS, L.L.C. | WESTWOOD WEALTHCOACH | WESTWOOD WEALTH MANAGEMENT | WESTWOOD ADVISORS, L.L.C

CRD#: 132162 / SEC#: 801-63410

RIA
Registered Investment Advisory firm - (7/1/2004 Approved)
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Contact information

Main Address
200 Crescent Court Suite 1200, Dallas, TX 75201
Mailing Address
Phone number
(214) 756-6900
Established
Firm type
Fiscal year end
# of Employees
66

SEC notice filing (24 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WESTWOOD WEALTH MANAGEMENT FORM ADV PART 2A (PRIVATE EQUITY) (3/31/2025)
WESTWOOD ADVISORS FORM ADV PART 2A -WEALTHCOACH AND DIRECT ADVISORY (3/31/2025)

Regulatory assets under management

Total Number of Accounts490
AUM (Assets Under Management)$ 638,234,293

Red Flags

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.

Company Information

WESTWOOD WEALTH MANAGEMENT

CRD#: 132162Dallas, TX 75201

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