Jessica Noelle Grigsby Bordelon

Westwood Wealth Management

11 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Westwood Wealth Management

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

502 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$638.2M

Fee Structure

Financial Planning:Investment management only

Location

3401 Armstrong Ave, Dallas, TX, 75205

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Westwood Wealth Management

September 2025 - Present · 5 mos

Salient Capital L.P.Broker

September 2025 - Present · 5 mos

Previous Registrations

1836 Asset Management, LLC

December 2021 - July 2025 · 3 yrs 7 mos

Raymond James & Associates, INC.Broker

September 2016 - May 2021 · 4 yrs 8 mos

Raymond James & Associates, INC.

September 2016 - May 2021 · 4 yrs 8 mos

Deutsche Bank Securities INC.

November 2015 - September 2016 · 10 mos

Deutsche Bank Securities INC.Broker

November 2015 - September 2016 · 10 mos

VALIC Financial Advisors, INC.

December 2013 - October 2015 · 1 yr 10 mos

VALIC Financial Advisors, INC.Broker

July 2013 - October 2015 · 2 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.