Jessica Mortenson

Client Service Associate

Milwaukee, WI 53212


Jessica Mortenson joined Forum Financial Management in 2016 as a Client Service Associate in the Milwaukee office. Prior to joining Forum, Jessica served as an office manager for Cent Wealth Management. She has also worked as a registered sales assistant at Fulton Financial Advisors and as a client service representative/teller for Fulton Bank.

Jessica lives near Milwaukee with her husband and two children. She enjoys hiking and exploring the many amazing local parks around Milwaukee with her family.

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