Jeffery Monroe Forrestall
Investment adviser representative at Global Assets Advisory, LLC
33 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
33 years in the industry.
- Global Assets Advisory, LLCDec 2023 to now
- International Assets Advisory, LLCSep 2022 to now
- International Assets Investment Management, LLCSep 2022 to now
- Forrestall CpasJan 1993 to now
- LPL Financial LLCJan 2021 to Sep 2022
- Invest Financial CorpJul 2017 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (GA).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 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
- 6820193
- Firm CRD
- 300460