Jessica Lynn Couser
Investment adviser representative at Headwater Investment Consulting,inc.
12 yearsExperience
2 statesRegistered in
$543MFirm assets
20 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
12 years in the industry.
- Headwater Investment Consulting,inc.Jan 2025 to now
- R. Stuart & Co. WineryOct 2023 to now
- Silver Key Real EstateOct 2020 to now
- Dominic Hernandez Real Estate GroupJul 2018 to Oct 2020
- Cascade Photography, LLCJan 2013 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (OR, TX).
Headwater Investment Consulting,inc.
$543MAssets managed
649Clients
5Advisers
20 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
- 8032982
- Firm CRD
- 133009