Adviser and broker representative · International Assets Investment Management, LLC
Jeffery M. Forrestall
CRD 6820193 · Sugar Hill, GA
At a glance
Jeffery M. Forrestall is an investment adviser representative with International Assets Investment Management, LLC in Sugar Hill, GA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jeffery’s SEC record dates to 2021, about 4 years ago. Jeffery is also registered as a broker representative.
Current advisory firms
- International Assets Investment Management, LLCSince November 2022Sugar Hill, GA · $2.6B in regulatory assets
- Global Assets Advisory, LLCSince December 2023Sugar Hill, GA · $552M in regulatory assets
SEC adviser record
- Registered since
- 2021 (4 years)
- Designations
- None on file
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jeffery’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.