Jessica Noelle grigsby Bordelon
Investment adviser representative at Westwood Wealth Management
10 yearsExperience
1 stateRegistered in
$749.5MFirm assets
22 yearsFirm in business
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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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Westwood Wealth ManagementSep 2025 to now
- Salient Capital, LPAug 2025 to now
- Westwood Wealth ManagmentAug 2025 to now
- Grey Rock Asset Management, LLCMay 2021 to Aug 2025
- Raymond James & Associates, Inc.Sep 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Westwood Wealth Management
Legal name: Westwood Advisors, L.L.C
$749.5MAssets managed
452Clients
8Advisers
22 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
- 5571033
- Firm CRD
- 132162