Jessica Moller Forrest
Investment adviser representative at Austin Asset
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Austin AssetJan 2020 to now
- Coyle Capital, LLCApr 2018 to Jan 2020
- Sgh Management Company LLCFeb 2018 to Apr 2019
- Alpha Capital ManagementJan 2004 to Feb 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Austin Asset
Legal name: Austin Asset Management Co
$1.9BAssets managed
458Clients
15Advisers
38 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1812899
- Firm CRD
- 105441