Katherine Jaskinia (CRD# 6917726) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in San Antonio, TX and has 1 year of experience in the finance industry. Katherine Jaskinia 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.
CRD# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forvis Wealth Advisors, LLC | San Antonio, TX | Jun 2022 - Current | 1 |
| Bkd Wealth Advisors | San Antonio, TX | Apr 2021 - May 2022 | 1 |
| Frost Bank | San Antonio, TX | Aug 2008 - Apr 2021 | 12 |
| Frost Investment Services | San Antonio, TX | Jan 2018 - Jul 2019 | 1 |
- TX
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Total Assets Under Management7,888MILLIONS
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Total Number of Accounts12,298ACCOUNTS
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Average Account Value$641,415
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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