JB

Jessica Noelle Grigsby Bordelon

11 Years of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
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

Fees and compensation for each Private Fund are detailed in their respective Offering Documents. Westwood Advisors reserves the right to charge different fees to some investors. If Westwood Advisors retains Westwood Management to manage a fund on a sub-advisory basis, Westwood Advisors may pay Westwood Management Corp. for sub-advisory services out of its fees. Funds will not incur any additional fees for this arrangement.

Areas of Practice
Investment ManagementAlternative Investments
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Advisor Information

Office location

3401 Armstrong Ave, Dallas, TX, 75205

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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
Westwood Wealth Management
September 2025 - Present · 4 mos
Salient Capital L.P.Broker
September 2025 - Present · 4 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
TX
Advisor
Exams
No exam information available for this advisor.
Jessica Noelle Grigsby Bordelon - Financial Advisor | AdvisorDiscover