Brian
Jessen
Forest Capital Management, LLC
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About this Advisor
Brian Jessen is a financial advisor based in Naples, Florida, working with Forest Capital Management, LLC. Brian has previously held positions at Forest Capital Management, LLC and True Partners Consulting. Brian has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Brian is part of Forest Capital Management, LLC, which operates out of Naples, Florida. The firm has 3 offices and 10 employees. The firm manages assets totaling $2.0 billion. The services offered by the firm include portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at Forest Capital Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forest Capital Management, LLC Brokerage Details
$2,030,144,168
10
102
$19,903,374
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Brian Jessen Work History
Forest Capital Management, LLC
True Partners Consulting
Disclosures
Please visit the SEC profile of Brian Jessen to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Forest Capital Management, LLC
Hoboken, NJ
Chicago, IL
Naples, FL
Chicago, IL
Naples, FL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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