JF
CFA
JF
CFA

Jennifer Forsyth

4 Years of Experience
Nashville, TN
Broker

Jennifer Forsyth is a CFA-designated registered investment advisor at Praxess Advisors, LLC, based in Nashville, TN, with 4 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments. Their firm serves 1 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)

Praxess Advisors does not directly manage investments for individual investors. The firm manages private funds, and investors in those funds pay management fees and may be subject to carried interest allocations based on the fund's performance.

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Location

21 Platform Way S, Suite 1400, Nashville, TN, 37203

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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.

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Employment History
Current Registrations
Praxess Advisors, LLC
May 2024 - Present · 2 yrs
Praxess Securities, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
UBS Financial Services INC.Broker
December 2014 - October 2015 · 10 mos
UBS Securities LLCBroker
May 2013 - December 2014 · 1 yr 7 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jennifer Forsyth - Financial Advisor | TrueAdvisor