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JD

Jeffrey P. Daigneault

GRANT WILLIAMS L.P.
Philadelphia, PA 19103
Some features on this profile are disabled
CRD#: 3107845
JD

Professional summary

Jeffrey Paul Daigneault, who also goes by Jeffrey P Daigneault, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.

Jeffrey is registered as a RR (Registered Representative) and started their career in finance in 1998. Jeffrey has worked at 8 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jeffrey P Daigneault

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) - BD

Click below to view Jeffrey Paul Daigneault'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®
None

Experience

Current

March 25, 2021 - Present

GRANT WILLIAMS L.P.

Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103
BD
CRD#: 45961
Philadelphia, PA
Past

March 24, 2011 - August 7, 2020

NUVEEN ASSET MANAGEMENT, LLC

RIA
CRD#: 155584
LAFAYETTE, CA
Past

January 3, 2011 - August 7, 2020

NUVEEN SECURITIES, LLC

BD
CRD#: 469
CHICAGO, IL
Past

November 17, 2010 - January 5, 2011

U.S. BANCORP ASSET MANAGEMENT, INC.

RIA
CRD#: 111912
MINNEAPOLIS, MN
Past

August 27, 2009 - January 3, 2011

QUASAR DISTRIBUTORS, LLC

BD
CRD#: 103848
PORTLAND, ME
Past

November 1, 2006 - July 24, 2009

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN DIEGO, CA
Past

October 30, 2006 - July 24, 2009

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN DIEGO, CA
Past

February 20, 2004 - October 2, 2006

CREDIT SUISSE ASSET MANAGEMENT SECURITIES LLC

BD
CRD#: 15654
NEW YORK, NY
Past

September 25, 1998 - November 18, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
TAMPA, FL
Past

September 24, 1998 - November 18, 2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Pennsylvania
(3/25/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/30/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/23/1998
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GW
GRANT WILLIAMS L.P.
GRANT WILLIAMS L.P. | GWLP

CRD#: 45961 / SEC#: , 8-51249

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information

Main Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Mailing Address
1650 Market Street 53rd Floor, Philadelphia, PA 19103
Phone number
(215) 432-7579
Established
Pennsylvania since 06/26/1998
Firm type
Partnership
Fiscal year end
December
Firm Size
Small
# of Employees
2

FINRA licenses (20 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
PORTFOLIO SOLUTIONS LLCSHAREHOLDER
GRANT, STEVEN TAYLORPRESIDENT, CEO, CCO, CFO826826
GRW, INC.GENERAL PARTNER

Disclosures

Regulatory Event2

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

GRANT WILLIAMS L.P.

CRD#: 45961Philadelphia, PA 19103

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