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Jessica Moller Forrest

B&T CAPITAL MANAGEMENT, INCORPORATED·AUSTIN, Texas
Series 7, Series 63, Series 65Clean record20 years registeredB&T CAPITAL MANAGEMENT, INCORPORATED
5407 PARKCREST DRIVE, AUSTIN, TX 78731CRD# 1812899Firm CRD# 121703

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jessica Moller Forrest · AUSTIN, TX
Registration
CRD #1812899 · B&T CAPITAL MANAGEMENT, INCORPORATED · 20 years registered
Brand Profile
Not yet started
01

Career History

AUSTIN ASSET
Mar 2020 – present
COYLE CAPITAL, LLC
Apr 2018 – Jun 2021
LAKEWAY, TX
ALPHA CAPITAL MANAGEMENT
Jan 2006 – Jun 2018
AUSTIN, TX
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 1, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
B&T CAPITAL MANAGEMENT, INCORPORATED
CRD 121703 · SEC 801-61613
AUM
$673M
Regulatory assets under management
Employees
7
1,142 client accounts
Services offered by B&T CAPITAL MANAGEMENT, INCORPORATED
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at B&T CAPITAL MANAGEMENT, INCORPORATED →
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05

Frequently Asked Questions

What services does Jessica Moller Forrest offer?
Jessica Moller Forrest specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are Jessica Moller Forrest's credentials?
Jessica Moller Forrest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jessica Moller Forrest located?
Jessica Moller Forrest is based in AUSTIN, Texas, working with B&T CAPITAL MANAGEMENT, INCORPORATED. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Jessica Moller Forrest charge for services?
Jessica Moller Forrest's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is B&T CAPITAL MANAGEMENT, INCORPORATED?
B&T CAPITAL MANAGEMENT, INCORPORATED has approximately 7 employees and manages $673M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at B&T CAPITAL MANAGEMENT, INCORPORATED

Buddie Cloys Ballard
AUSTIN, TX
CFA
Michael Terence Turner
AUSTIN, TX
CFA

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