Jennifer Lynn Ralston

Current Employers

Financial Gravity Family Office Services, Llc

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-03

CA RA
APPROVED

Since 2025-01-03

Branch Locations

28991 Old Town Front St, Suite 206, Temecula, CA 92590 • United States

2501 Ranch Road 620 S Ste 110, Lakeway, TX 78734 • 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

Organization	City	State	From	To
Intelligent Tax Solutions, Inc	Temecula	CA	08/2019	Present
Self Employed Realtor	Temecula	CA	02/2019	04/2024
Chicago Title	Santa Barbara	CA	08/2009	04/2017
Unemployed	Santa Barbara	CA	05/2017	01/2019
Financial Gravity Family Office Services, Llc	Lakeway	TX	01/2022	Present
Forta Financial Group, Inc.	Lakeway	TX	05/2020	11/2021

08/2019 → Present

Intelligent Tax Solutions, Inc

Temecula, CA
02/2019 → 04/2024

Self Employed Realtor

Temecula, CA
08/2009 → 04/2017

Chicago Title

Santa Barbara, CA
05/2017 → 01/2019

Unemployed

Santa Barbara, CA
01/2022 → Present

Financial Gravity Family Office Services, Llc

Lakeway, TX
05/2020 → 11/2021

Forta Financial Group, Inc.

Lakeway, TX

Previous Registrations

2020-05-06 → 2021-10-04

Forta Financial Group, Inc.

Temecula, CA

Greenwood Village, CO

Other Businesses

Intelligent Tax Solutions, Inc. a non-investment related company as the President and Tax Preparer since 08/2019. Located at 28991 Old Town Front St, Ste 206, Temecula, CA 92590. Dedicating 96 hours a month 10 hours during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-12-30

S65 Uniform Investment Adviser Law Examination

2019-12-30

Other Names

Jennifer Perlette

View on SEC IAPD