Jason Brian Leal
Investment adviser representative at Forum Financial Management, LP
16 yearsExperience
1 stateRegistered in
$8.7BFirm assets
17 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Forum Financial Management, LPFeb 2025 to now
- Eaglestone Holdings, LLCOct 2023 to Feb 2025
- CentageMay 2023 to Sep 2023
- Xenex Disinfection ServicesApr 2020 to May 2023
- UnemployedJul 2019 to Apr 2020
- Valero Energy CorporationMar 2018 to Jul 2019
- Bechtel CorporationAug 2010 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (TX).
Forum Financial Management, LP
$8.7BAssets managed
5,841Clients
112Advisers
17 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
- 5865104
- Firm CRD
- 145706