Unclaimed Profile

John E Iii Forrest

SYMETRA INVESTMENT SERVICES, INC.·BELLEVUE, Washington

SIE, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredSYMETRA INVESTMENT SERVICES, INC.

777 108TH AVENUE NE, BELLEVUE, WA 98004CRD# 1109444Firm CRD# 19061

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John E Iii Forrest · BELLEVUE, WA

Registration

CRD #1109444 · SYMETRA INVESTMENT SERVICES, INC. · 24 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: SYMETRA INVESTMENT SERVICES, INC.

BRINKER CAPITAL INC

Nov 2013 – Dec 2018

BERWYN, PA

SYMETRA INVESTMENT SERVICES, INC.

Mar 2012 – Jul 2013

BELLEVUE, WA

LINCOLN FINANCIAL SECURITIES CORPORATION

Mar 2011 – Mar 2012

CONCORD, NH

OFI PRIVATE INVESTMENTS INC

Dec 2001 – Dec 2005

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · December 7, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

SIGNATOR FINANCIAL SERVICES, INC.

CRD 19061 · SEC 801-66750

AUM

$409M

Regulatory assets under management

Employees

1,166 client accounts

Services offered by SIGNATOR FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at SIGNATOR FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does John E Iii Forrest offer?

John E Iii Forrest specializes in Financial Planning, Investment Management.

What are John E Iii Forrest's credentials?

John E Iii Forrest is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John E Iii Forrest located?

John E Iii Forrest is based in BELLEVUE, Washington, last registered with SYMETRA INVESTMENT SERVICES, INC..

How does John E Iii Forrest charge for services?

John E Iii Forrest's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYMETRA INVESTMENT SERVICES, INC.?

SYMETRA INVESTMENT SERVICES, INC. has approximately 73 employees and manages $409M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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