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Brian Carson Jessen

Forest Capital Management, LLC

Reading, PA

Chicago, IL

CRD 6535716

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Employer firm

Forest Capital Management, LLC CRD 171659

$3.75B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Forest Capital Management, Llc

448 N. Lasalle Drive 9Th Floor, Chicago, IL 60654 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2015-07-23
  • IL RA
    APPROVED
    Since 2015-07-23

Branch Locations

Reading, PA • United States

448 N. Lasalle Drive 9Th Floor, Chicago, IL 60654 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Forest Capital Management, Llc Reading PA 04/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-12-30
  • S65 Uniform Investment Adviser Law Examination
    2014-12-30

View on SEC IAPD

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