Jeffrey S. Williams

GRAND WEALTH MANAGEMENT

Grand Rapids, MI 49504

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CRD#: 2974931

Professional summary

Jeffrey Scott Williams, AIF®, CFP®, CIMA® is a registered financial advisor currently at GRAND WEALTH MANAGEMENT, LLC located in Grand Rapids, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Jeffrey has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Jeffrey Scott Williams's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1996

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 9, 2010 - Present

GRAND WEALTH MANAGEMENT, LLC

Office #1: 333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504

RIA

CRD#: 132137

Grand Rapids, MI

Past

October 23, 2002 - August 16, 2004

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA

CRD#: 110921

GRAND RAPIDS, MI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRAND WEALTH MANAGEMENT, LLC

GRAND ASSET MANAGEMENT | GRAND WEALTH MANAGEMENT, LLC

CRD#: 132137 / SEC#: 801-63306

RIA

Registered Investment Advisory firm - (7/15/2004 Approved)

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/9/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/24/1998

Uniform Investment Adviser Law Examination

Current Firm

GRAND WEALTH MANAGEMENT, LLC

GRAND ASSET MANAGEMENT | GRAND WEALTH MANAGEMENT, LLC

CRD#: 132137 / SEC#: 801-63306

RIA

Registered Investment Advisory firm - (7/15/2004 Approved)

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Contact information

Main Address

333 Bridge Street Nw Suite 800, Grand Rapids, MI 49504

Mailing Address

Phone number

(616) 451-4228

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GWM ADV 2A 3.28.2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	915
AUM (Assets Under Management)	$ 530,300,621

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/17/2025	Cover Page	Report
07/30/2024	Cover Page	Report
01/29/2024	Cover Page	Report

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.

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Jeffrey S. Williams

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Scott Williams's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAND WEALTH MANAGEMENT, LLC

ERNST & YOUNG INVESTMENT ADVISERS LLP

Primary Firm SEC Registration

GRAND WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/24/1998

Current Firm

GRAND WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

GRAND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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