Jay Allan Grandfield
Professional Summary
Jay Allan Grandfield is a registered financial advisor currently at ZENITH ADVISORY GROUP, LLC located in Centerville, Ohio. Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jay has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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SOLTIS INVESTMENT ADVISORS, LLC
Contact Information
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SOLTIS INVESTMENT ADVISORS, LLC
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Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
ZENITH ADVISORY GROUP, LLC
Contact Information
Main Address
10554 Success Lane Suite G, Centerville, OH 45458Phone Number
(937) 312-8171# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
139AUM (Assets Under Management)
$65,319,326Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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SOLTIS INVESTMENT ADVISORS, LLC
State Registrations and Notice Filings
(11/4/2024)
(11/8/2021)
(12/20/2021)
(4/7/2017)
(6/13/2019)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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SOLTIS INVESTMENT ADVISORS, LLC
CRS (Client Relationship Summary) - RIA
Click below to view Jay Allan Grandfield's CRS (Customer Relationship Summary).
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SOLTIS INVESTMENT ADVISORS, LLC
