JG
Jeffrey J. Gritis
BENTLEY FINANCIAL GROUP
Downers Grove, IL 60515
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CRD#: 4636597
JG
Professional summary
Jeffrey James Gritis, CFP®, who also goes by Jeffrey J Gritis, is a registered financial advisor currently at BENTLEY FINANCIAL GROUP located in Downers Grove, Illinois and LPL FINANCIAL LLC located in Downers Grove, Illinois.
Jeffrey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Jeffrey has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 24 and Series 26 exams.
Question & Answer
What are your service offerings?
Insurance Planning
Education Planning
Estate Planning
Retirement Planning
Tax Planning
Investment Planning
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Jeffrey J Gritis
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.
1. 9/30/2009 - BENTLEY FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - WEALTH MANAGER ASSISTANT - Time Spent 80% - PROVIDE INSURANCE AND INVESTMENT PRODUCTS TO CLIENTS.
2. 11/4/2009 - GRITIS & ASSOCIATES, LTD - Investment Related - Tax Prep/Accounting/CPA - Time Spent 20% - Tax preparation.
3. 10/12/2010 - BENTLEY FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS).
4. 9/4/2013 - NO BUSINESS NAME - Not Investment Related - Other-NOTARY - Time Spent 1%.
5. 2/5/2015 - BENTLEY FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Started 01/27/2015 - 20 Hours Per Month/0 Hours During Securities Trading - RIA PROVIDES FINANCIAL PLANS AND ADVICE FOR HOURLY AND/OR FIXED FEES IN ADDITION TO MANAGING ADVISORY ASSETS.
CRS (Client Relationship Summary) - RIA
Click below to view Jeffrey James Gritis's 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®
CFP®
Start date: 2007
Experience
Current
November 12, 2014 - Present
BENTLEY FINANCIAL GROUP
Office #1: 1385 Warren Ave. Suite A, Downers Grove, IL 60515RIA
CRD#: 172474
Downers Grove, IL
Current
September 8, 2009 - Present
LPL FINANCIAL LLC
Office #1: 1385 Warren Ave Ste A, Downers Grove, IL 60515RIA
BD
CRD#: 6413
DOWNERS GROVE, IL
Past
March 14, 2013 - March 1, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT MILL, SC
Past
February 3, 2006 - September 8, 2009
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
DOWNERS GROVE, IL
Past
May 20, 2004 - November 17, 2005
FARMERS FINANCIAL SOLUTIONS, LLC
BD
CRD#: 103863
WESTLAKE VILLAGE, CA
Past
March 21, 2003 - March 22, 2004
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
BOSTON, MA
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".
BF
BENTLEY FINANCIAL GROUP
BENTLEY FINANCIAL GROUP | BENTLEY FINANCIAL GROUP, INC.
CRD#: 172474 / SEC#: 801-120187
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)Arizona
Registered Investment Advisory firm - (5/18/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/18/2021 Terminated)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.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
Arizona(10/20/2014)
IAR
Arizona(1/5/2017)
RR
Colorado(10/20/2014)
RR
Florida(10/20/2014)
RR
Illinois(9/8/2009)
IAR
Illinois(11/12/2014)
RR
Indiana(10/20/2014)
RR
Kentucky(5/10/2021)
RR
New Jersey(10/20/2014)
RR
North Carolina(6/15/2023)
RR
South Carolina(10/20/2014)
RR
Tennessee(10/20/2014)
RR
Texas(10/20/2014)
RR
Wisconsin(10/20/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BF
BENTLEY FINANCIAL GROUP
BENTLEY FINANCIAL GROUP | BENTLEY FINANCIAL GROUP, INC.
CRD#: 172474 / SEC#: 801-120187
RIA
Registered Investment Advisory firm - (1/19/2021 Approved)Arizona
Registered Investment Advisory firm - (5/18/2021 Terminated)Illinois
Registered Investment Advisory firm - (5/18/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1385 Warren Ave. Suite A, Downers Grove, IL 60515
Mailing Address
Phone number
(630) 541-6363
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 920 |
| AUM (Assets Under Management) | $ 321,000,000 |
Red Flags
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Company Information
BENTLEY FINANCIAL GROUP
CRD#: 172474Downers Grove, IL 60515TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
