Katherine
Jaskinia
Forvis Mazars Wealth Advisors, LLC
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About this Advisor
Katherine Jaskinia is a financial advisor based in San Antonio, Texas, working with Forvis Mazars Wealth Advisors, LLC. Katherine has previously held positions at Frost Bank, Frost Investment Services, Bkd Wealth Advisors, and Forvis Wealth Advisors, LLC. Katherine is registered to provide services in Texas. Currently, Katherine is part of Forvis Mazars Wealth Advisors, LLC, which operates out of San Antonio, Texas. The firm has 52 offices and 120 employees. The firm manages assets totaling $7.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Forvis Mazars Wealth Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Office Location
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Forvis Mazars Wealth Advisors, LLC Brokerage Details
$7,888,121,845
120
12,298
$641,415
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Katherine Jaskinia Work History
Forvis Wealth Advisors, LLC
Bkd Wealth Advisors
Frost Investment Services
Frost Bank
Disclosures
Please visit the SEC profile of Katherine Jaskinia 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 Forvis Mazars Wealth Advisors, LLC
Springfield, MO
Indianapolis, IN
Indianapolis, IN
Springfield, MO
Springfield, MO
Kansas City, MO
Omaha, NE
Springfield, MO
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