Jessica
Grigsby Bordelon
Grey Rock Asset Management, LLC
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About this Advisor
Jessica Grigsby Bordelon is a financial advisor based in Dallas, Texas, working with Grey Rock Asset Management, LLC. Jessica has previously held positions at Valic Financial Advisors, Inc, Deutsche Bank Securities Inc, Raymond James & Associates, Inc, and Grey Rock Asset Management, LLC. Jessica has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Jessica is part of Grey Rock Asset Management, LLC, which operates out of Dallas, Texas. The firm has 3 employees and manages assets totaling $417.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Grey Rock Asset Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
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Grey Rock Asset Management, LLC Brokerage Details
$417,696,297
3
335
$1,246,855
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jessica Grigsby Bordelon Work History
Grey Rock Asset Management, LLC
Raymond James & Associates, Inc
Deutsche Bank Securities Inc
Valic Financial Advisors, Inc
Disclosures
Please visit the SEC profile of Jessica Grigsby Bordelon 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 Grey Rock Asset Management, LLC
Dallas, TX
Dallas, TX
Dallas, TX
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