Forest Asset Management LLC

Investment Advisor
in Berwyn, IL

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About this Advisor

Joann May is a certified financial planner and personal financial specialist working out of Berwyn, Illinois with a total of 17 years of industry experience. May is an employee of Forest Asset Management LLC. May has gained experience at Forest Asset Management LLC and Pesavento & Pesavento, LTD. May has a Series 65 license, certifying them as an investment advisor representative, and is approved to advise clients in Illinois. Forest Asset Management LLC is a registered investment company headquartered in Berwyn, IL. It handles $152 million in total assets between its 438 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 438 client accounts, 41% are associated with high-net-worth clients who have at least $1 million in assets. Forest Asset Management LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules typically are based on which services are provided. However, fees charged by Forest Asset Management LLC can consist of any blend of asset-based and hourly fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

3401 South Harlem Avenue Suite 202
Berwyn, IL 60402

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Forest Asset Management LLC Brokerage Details

Total Assets Under Management


IL Average: $6,674,516,078
Total Number of Employees


IL Average: 44
Total Number of Accounts


IL Average: 2,564
Average Account Size


IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Joann May Work History

Joann has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Forest Asset Management LLC

2002 - 2014 (12 years)

Pesavento & Pesavento, LTD

*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.


Please visit the SEC profile of Joann May 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 Asset Management LLC

Tyler May
Berwyn, IL
Joann May
Berwyn, IL
Mark Pesavento
Berwyn, 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

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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