Jay Lance Forshee
Investment adviser representative at Edward Jones
14 yearsExperience
2 statesRegistered in
$1TFirm assets
62 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Edward JonesJan 2026 to now
- Georgetown UniversityJul 2025 to Jan 2026
- Alice Walton School of MedicineApr 2023 to Jun 2025
- Arkansas College of Osteopathic MedicineJun 2021 to Apr 2023
- Southern Utah UniversityAug 2017 to Jun 2021
- Oklahoma State UniversityMay 2012 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Edward Jones
Legal name: Edward D. Jones & Co., L.P.
$1TAssets managed
4,069,320Clients
24,099Advisers
62 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
- 8201767
- Firm CRD
- 250