Jeffrey J. Gritis

BENTLEY FINANCIAL GROUP

Downers Grove, IL 60515

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CRD#: 4636597

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Gritis'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

November 12, 2014 - Present

BENTLEY FINANCIAL GROUP

Office #1: 1385 Warren Ave. Suite A, Downers Grove, IL 60515

RIA

CRD#: 172474

Downers Grove, IL

Current

September 8, 2009 - Present

LPL FINANCIAL LLC

Office #1: 1385 Warren Ave Ste A, Downers Grove, IL 60515

RIA

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.

CRD#: 10078

DOWNERS GROVE, IL

Past

May 20, 2004 - November 17, 2005

FARMERS FINANCIAL SOLUTIONS, LLC

CRD#: 103863

WESTLAKE VILLAGE, CA

Past

March 21, 2003 - March 22, 2004

WATERSTONE FINANCIAL GROUP, INC.

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Arizona
(10/20/2014)

IAR

Arizona
(1/5/2017)

Colorado
(10/20/2014)

Florida
(10/20/2014)

Illinois
(9/8/2009)

IAR

Illinois
(11/12/2014)

Indiana
(10/20/2014)

Kentucky
(5/10/2021)

New Jersey
(10/20/2014)

North Carolina
(6/15/2023)

South Carolina
(10/20/2014)

Tennessee
(10/20/2014)

Texas
(10/20/2014)

Wisconsin
(10/20/2014)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/16/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/20/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 9/15/2014

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 3/23/2005

Investment Company Products/Variable Contracts Principal Examination

SRO Registrations

FINRA

Current Firm

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)

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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

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BFG FORM ADV PART 2A (2/6/2026)

BFG FORM ADV PART 2A APPENDIX 1 - WRAP PROGRAM BROCHURE (2/6/2026)

Regulatory assets under management

Total Number of Accounts	747
AUM (Assets Under Management)	$ 392,767,299

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.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey J. Gritis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey James Gritis's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENTLEY FINANCIAL GROUP

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WATERSTONE FINANCIAL GROUP, INC.

FARMERS FINANCIAL SOLUTIONS, LLC

WATERSTONE FINANCIAL GROUP, INC.

Primary Firm SEC Registration

BENTLEY FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/16/2003

SIE

Date: 10/1/2018

Series 7

Date: 3/20/2003

Series 24

Date: 9/15/2014

Series 26

Date: 3/23/2005

FINRA

Current Firm

BENTLEY FINANCIAL GROUP

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BENTLEY FINANCIAL GROUP

TRUST BUT VERIFY

Contact information

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