Adviser and broker representative · Westwood Wealth Management
Jessica N. Bordelon
CRD 5571033 · Dallas, TX
At a glance
Jessica N. Bordelon is an investment adviser representative with Westwood Wealth Management in Dallas, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jessica’s SEC record dates to 2013, about 12 years ago. Jessica is also registered as a broker representative.
Current advisory firm
- Westwood Wealth ManagementSince September 2025Dallas, TX · $750M in regulatory assets
SEC adviser record
- Registered since
- 2013 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jessica’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
- 4 firmsLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Westwood Wealth Management
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- Jordan CowartDallas · Certified Financial Planner, Chartered Financial Analyst
- Karla A. DominguezDallas
- Michael H. YanDallas
- Karim LakhaniHouston · Chartered Financial Analyst
- Susan W. WedelichHouston
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