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Jessica Mortenson

Client Service Associate at Forum Financial Management, LP

Jessica Mortenson is an experienced financial services professional with a diverse background in client support and office management. Since May 2017, Jessica has been a Client Service Associate at Forum Financial Management, LP, where the focus is on helping investors manage and grow their wealth through comprehensive financial services. Prior to this role, Jessica served as Office Manager and Sales Assistant at Cent Wealth Management from July 2012 to May 2016, and as a Registered Sales Assistant at Fulton Financial Advisors from September 2006 to November 2011. Jessica's career began at Fulton Bank, where responsibilities included Teller and Customer Service Representative from October 2005 to September 2006. Jessica holds education credentials from HACC, Central Pennsylvania's Community College.

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