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JE

John M. Eckola

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CRD#: 2022022
JE

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

John Michael Eckola, who also goes by Jack Eckola, was a registered financial professional .

John is a previously registered financial professional and started their career in finance in 1990. John had worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Eckola

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 21, 2009 - December 31, 2017

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
Burlington, WI
Past

December 21, 2009 - December 31, 2017

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
Burlington, WI
Past

September 8, 2009 - December 22, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
BROOKFIELD, WI
Past

September 8, 2009 - December 22, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
BROOKFIELD, WI
Past

June 9, 2009 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

RIA
CRD#: 10078
BROOKFIELD, WI
Past

June 9, 2009 - September 8, 2009

WATERSTONE FINANCIAL GROUP, INC.

BD
CRD#: 10078
BROOKFIELD, WI
Past

January 7, 2008 - June 10, 2009

KOWAL INVESTMENT GROUP, LLC

RIA
CRD#: 113169
WAUKESHA, WI
Past

November 30, 2007 - April 15, 2009

OSAIC SERVICES, INC.

RIA
CRD#: 133763
WAUKESHA, WI
Past

November 30, 2007 - April 15, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
WAUKESHA, WI
Past

September 6, 2006 - December 3, 2007

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
RACINE, WI
Past

September 6, 2006 - December 3, 2007

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
RACINE, WI
Past

August 7, 2006 - August 7, 2006

CETERA INVESTMENT SERVICES LLC

RIA
CRD#: 15340
RACINE, WI
Past

August 7, 2006 - August 7, 2006

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
RACINE, WI
Past

December 16, 2004 - September 7, 2006

FOCUSED INVESTMENTS L.L.C.

BD
CRD#: 37532
WATERFORD, WI
Past

November 3, 2004 - January 4, 2005

EQUABLE SECURITIES CORPORATION

BD
CRD#: 7405
MILWAUKEE, WI
Past

July 18, 2003 - August 31, 2004

BANC ONE SECURITIES CORPORATION

RIA
CRD#: 16999
ELKHORN, WI
Past

July 18, 2003 - August 31, 2004

BANC ONE SECURITIES CORPORATION

BD
CRD#: 16999
CHICAGO, IL
Past

September 4, 2002 - August 6, 2003

FARMERS FINANCIAL SOLUTIONS, LLC

BD
CRD#: 103863
WESTLAKE VILLAGE, CA
Past

August 11, 2000 - July 11, 2001

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

October 13, 1994 - August 25, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO
Past

July 31, 1993 - October 25, 1994

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

January 23, 1990 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 7/6/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


GP
GROVE POINT INVESTMENTS, LLC
CAPITAL FINANCIAL SECURITIES CORPORATION | HIBBARD-BECK, INC. | H. BECK, INC. | GROVE POINT INVESTMENTS, LLC | ESTATE INVESTMENT COMPANY

CRD#: 1763 / SEC#: 801-undefined, 8-31165

BD
Terminated by SEC on 09/30/2025
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Contact information


Main Address
2440 Research Boulevard Suite 500, Rockville, MD 20850
Mailing Address
Phone number
Established
Delaware since 04/01/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Latest Form ADV

Part 2 Brochures

Direct owners and executive officers


NamePositionCRD#
GROVE POINT FINANCIAL, LLCMEMBER
BEARD, KEVIN LAWRENCEPRESIDENT2789109
HAWLEY, AMANDA CANDELMOCORPORATE SECRETARY3214453
TYMKIW, TRISHAPRINCIPAL FINANCIAL OFFICER3197368
WORSHAM, SANDRA RENEECHIEF COMPLIANCE OFFICER2444134

Disclosures


Regulatory Event17
Arbitration3
Bond1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GROVE POINT INVESTMENTS, LLC

CRD#: 1763

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