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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

JESSICA NOELLE GRIGSBY BORDELON

Advisor at WESTWOOD WEALTH MANAGEMENT

DALLAS, TX

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Search this name across graphsid dfx:ria:3415fa2d-1c1b-87fa-cec4-100dacc113d6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 6, 2013 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WESTWOOD WEALTH MANAGEMENT
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 27, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Nov 27, 2013
First registration: Dec 6, 2013
Dual registered: yes, broker-dealer
Other names: JESSICA NOELLE GRIGSBY|JESSICA NOELLE GRIGSBY BORDELON
IAPD individual key: 5571033

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WESTWOOD WEALTH MANAGEMENT	Mixed wealth	Sep 18, 2025	n/a	yes	DALLAS, TX	Current employment
1836 ASSET MANAGEMENT, LLC	Independent wealth	Dec 8, 2021	Jul 29, 2025	no	GARLAND, TX	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Sep 6, 2016	May 10, 2021	no	Dallas, TX	Previous registration
DEUTSCHE BANK SECURITIES INC.	No RAUM reported	Nov 11, 2015	Sep 6, 2016	no	DALLAS, TX	Previous registration
VALIC FINANCIAL ADVISORS, INC.	Bd affiliated wealth	Dec 6, 2013	Oct 14, 2015	no	BATON ROUGE, LA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
1836 ASSET MANAGEMENT, LLC	WESTWOOD WEALTH MANAGEMENT	Jul 29, 2025	Sep 18, 2025	51	Firm change	RIA to RIA
RAYMOND JAMES & ASSOCIATES, INC.	1836 ASSET MANAGEMENT, LLC	May 10, 2021	Dec 8, 2021	212	Firm change	Ibd to RIA
DEUTSCHE BANK SECURITIES INC.	RAYMOND JAMES & ASSOCIATES, INC.	Sep 6, 2016	Sep 6, 2016	0	Bulk transfer	Other
VALIC FINANCIAL ADVISORS, INC.	DEUTSCHE BANK SECURITIES INC.	Oct 14, 2015	Nov 11, 2015	28	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
705:313389:TX:2021-05-10	May 10, 2021	Dec 8, 2021	DALLAS, TX	Firm change

Relationships

Registered with (5)

→ WESTWOOD WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 18, 2025 to presentfactForm ADV
→ 1836 ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 8, 2021 to Jul 29, 2025factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Sep 6, 2016 to May 10, 2021factForm ADV
→ DEUTSCHE BANK SECURITIES INC.Registered adviserregistration: previous registration
Nov 11, 2015 to Sep 6, 2016factForm ADV
→ VALIC FINANCIAL ADVISORS, INC.Registered adviserregistration: previous registration
Dec 6, 2013 to Oct 14, 2015factForm ADV

Dated events

Occurred
Jul 29, 2025
Advisor changed firm
Jessica Noelle Grigsby Bordelon left 1836 Asset Management, Llc for Westwood Wealth Management (registered 2025-09-18)
Form ADVobserved 6 days ago