Joann Pesavento May
Investment adviser representative at Forest Asset Management LLC
20 yearsExperience
4 statesRegistered in
PFS, CFP® certificationDesignations
$230.7MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Forest Asset Management LLCJan 2006 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 4 states (FL, IL, IN, TX).
Forest Asset Management LLC
$230.7MAssets managed
114Clients
3Advisers
5 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
- 5109159
- Firm CRD
- 139795