Jennifer Lynn Ralston
Investment Adviser Representative at Financial Gravity Family Office Services, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jennifer Lynn Ralston is an investment adviser representative with Financial Gravity Family Office Services, LLC in Temecula, CA, where they have been registered since 2022. They have worked in the securities industry since 2020 and were previously registered with Forta Financial Group, Inc. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Intelligent Tax Solutions, IncAug 2019 – no end date reportedTemecula, CA
- Self Employed RealtorFeb 2019 – Apr 2024Temecula, CA
- Chicago TitleAug 2009 – Apr 2017Santa Barbara, CA
- UnemployedMay 2017 – Jan 2019Santa Barbara, CA
- Financial Gravity Family Office Services, LLCJan 2022 – no end date reportedLakeway, TX
- Forta Financial Group, Inc.May 2020 – Nov 2021Lakeway, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Financial Gravity Family Office Services, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 42
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Lakeway, TX
- SEC file number:
- 801-122258
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 12, 2026
View full firm profileOther advisors at Financial Gravity Family Office Services, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jennifer Lynn Ralston has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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