Jeanne Forrey, financial advisor Kirkland WA

Jeanne Forrey

CRD Number: 4276321
Current Firm: Robinswood Financial

Jeanne Forrey (CRD# 4276321) is an Investment Advisor Representative working at Robinswood Financial in Kirkland, WA and has over 20 years of experience in the finance industry. Jeanne Forrey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Robinswood Financial Kirkland, WA Mar 2009 - Current 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bellevue, WA Jul 2004 - Current 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2000
S65 NASAA Investment Advisors Law Examination Dec 2000
Contact Info for Jeanne E. Forrey
Phone Number: 452-296-1611
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    337
    MILLIONS
  • Total Number of Accounts
    1,099
    ACCOUNTS
  • Average Account Value
    $306,534
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, OR, WA

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