John S. Grubbs
Professional summary
John Stephen Grubbs, who also goes by John S Grubbs, is a registered financial advisor currently at MERIDIAN WEALTH MANAGEMENT located in Salem, Oregon.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view John Stephen Grubbs's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 23, 2016 - Present
MERIDIAN WEALTH MANAGEMENT
July 15, 2013 - February 16, 2017
COLUMBIA RIVER ADVISORS
January 9, 2012 - July 15, 2013
OPPENHEIMER & CO. INC.
January 9, 2012 - July 15, 2013
OPPENHEIMER & CO. INC.
July 10, 2003 - January 17, 2012
CHARLES SCHWAB & CO., INC.
July 9, 2003 - January 17, 2012
CHARLES SCHWAB & CO., INC.
February 4, 2003 - July 11, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
January 21, 2003 - July 11, 2003
IDS LIFE INSURANCE COMPANY
January 21, 2003 - July 11, 2003
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/23/2016)
(4/3/2025)
(12/23/2016)
Exams
Current Firm
MERIDIAN WEALTH MANAGEMENT
CRD#: 285853 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 267 |
| AUM (Assets Under Management) | $ 98,530,385 |
Red Flags
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