Advisor at Headwater Investment Consulting,Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Headwater Investment Consulting,Inc.
Location
Mcminnville, OR 97128
Credentials
Series 65
Industry experience
1 year
Jessica Couser is a financial advisor at Headwater Investment Consulting, Inc. with a Series 65 designation and one year of industry experience. Prior to joining Headwater, she has held roles in real estate sales and service, currently working as a real estate agent with Silver Key Real Estate and involved in market research and transaction management. She also has experience in photography and education. Headwater Investment Consulting provides fee-only investment management and financial planning services to individuals, businesses, and various types of organizations. The firm uses a diversified global equity and fixed-income approach combined with a systematic macroeconomic framework to manage portfolios primarily through mutual funds and ETFs.
Based on Headwater Investment Consulting,Inc.
0.75% annually (negotiable)
Fee-only: Fee-only investment advisory firm paid on a percentage of client assets managed
408 Se 1 St St.
Mcminnville, OR 97128
Oregon · Texas
Headwater Investment Consulting
2025 - Present (1 year)
Headwater Investment Consulting
2025 - 2025 (1 year)
R. Stuart & Co. Winery
2023 - Present (3 years)
Silver Key Real Estate
2020 - Present (6 years)
Dominic Hernandez Real Estate Group
2018 - 2020 (2 years)
Cascade Photography, LLC
2013 - 2022 (9 years)
Multnomah University
2013 - 2016 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65, Series 66
Newberg, OR
EISRC
Series 63, Series 66
Newberg, OR
BMA Advisors, LLC
Series 66
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
Series 65
Mcminnville, OR
Headwater Investment Consulting,Inc.
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