Jessica Bordelon is a registered investment advisor at Westwood Wealth Management, based in Dallas, TX, with 11 years of industry experience. Their practice areas include Alternative Investments. Their firm serves 502 clients with $640M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
200 Crescent Court, Suite 1200, Dallas, TX, 75201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Westwood Wealth Management
Salient Capital L.P.Broker
Previous Registrations
1836 Asset Management, LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Deutsche Bank Securities INC.
Deutsche Bank Securities INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations1 state
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