Jessica Forrest
Austin Asset · Austin, Texas
Jessica Forrest is a fee-only financial advisor at Austin Asset in Austin, Texas, who holds the CFP credential. Austin Asset reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Austin Asset |
|---|---|
| Based in | Austin, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.87B across 1,974 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 1812899 |
| Exams passed | Series 63 (1995) · Series 65 (2005) |
| Firm size | 21 employees |
| Disclosures | Reported; see the SEC record |
| Website | ehehman.com |
How Jessica's firm compares
- Austin Asset's average account is about $948,000, from its Form ADV (assets managed divided by 1,974 accounts).
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Questions about Jessica
Is Jessica Forrest a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Austin Asset reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jessica charge for financial advice?
Jessica's firm, Austin Asset, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jessica Forrest based?
Jessica Forrest is based in Austin, Texas.
What credentials does Jessica Forrest hold?
Jessica Forrest holds the CFP credential.
Is Jessica Forrest registered with the SEC?
Yes. Jessica Forrest is registered as an investment adviser representative in TX (CRD 1812899), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Austin Asset manage?
Austin Asset reports $1.87B across 1,974 accounts in assets under management.
How do I contact Jessica Forrest?
Through Jessica's website, ehehman.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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