Jessica
Haages
Forum Financial Management, Lp
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About this Advisor
Jessica Haages is a financial advisor working out of Lombard, Illinois. Haages is on the advisory team at Forum Financial Management, Lp. Their career trajectory has included roles at Raymond James & Associates, Tribella Grill, Acquaviva Winery, Resource Bank, Cetera Investment Services LLC, Cetera Investment Advisers LLC, Sorrento'S Restaurant and Forum Financial Management, Lp. Haages maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois. Forum Financial Management, Lp is a registered investment business based in Lombard, IL. The firm has offices in 43 locations and a total of 125 people on staff. It controls $7 billion in assets under management between its 19,601 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 17 charities and foundations. Of its 19,601 customer accounts, 23% are held by high-net-worth clients who have greater than $1 million in assets. Forum Financial Management, Lp has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees usually are based on which services the firm provides the client. Fees charged by Forum Financial Management, Lp typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Forum Financial Management, Lp Brokerage Details
$7,005,564,651
125
19,601
$357,409
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jessica Haages Work History
Jessica has been registered as a financial advisor for 0 years.*
Sorrento'S Restaurant
Forum Financial Management, Lp
Tribella Grill
Resource Bank
Cetera Investment Services LLC
Cetera Investment Advisers LLC
Raymond James & Associates
Acquaviva Winery
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jessica Haages 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 Forum Financial Management, Lp
Milwaukee, WI
Denver, CO
Lombard, IL
Lombard, IL
Lombard, IL
Lombard, IL
Lake Forest, IL
Lombard, IL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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