Jeffrey R. Griswold

TRU INDEPENDENCE ASSET MANAGEMENT 2

FRANKLIN, TN 37067

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CRD#: 4654185

Professional summary

Jeffrey Ryan Griswold, CPWA®, who also goes by Jeff Griswold, is a registered financial advisor currently at TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC located in Franklin, Tennessee.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jeffrey has worked at 7 firms and has passed the Series 66, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeff Griswold

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.

Healthcare Professional Alliance, investment related-Yes; 8 N State St. Suite 101, Lake Oswego, OR. 97034; Nature: Management and Consulting for Physicians and Dentists; Position: Advisory Board of Directors; Start date: January, 2020; 6/ hrs/month devoted to other business; 0 hrs/month during trading hours; Duties: Strategic Planning and Guidance for HPA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ryan Griswold'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®

CPWA^®

Certified Private Wealth Advisor

Experience

Current

July 2, 2024 - Present

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Office #1: 2000 Meridian Blvd Suite 270, Franklin, TN 37067

RIA

CRD#: 309098

FRANKLIN, TN

Past

November 19, 2008 - May 17, 2024

MERIT WEALTH MANAGEMENT, LLC

RIA

CRD#: 148591

FRANKLIN, TN

Past

March 24, 2006 - January 22, 2009

JH ADVISORS

RIA

CRD#: 139587

SALEM, OR

Past

January 12, 2005 - December 20, 2005

SALEM ASSET MANAGEMENT, LLC

RIA

CRD#: 126077

SALEM, OR

Past

October 14, 2004 - December 31, 2004

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

SALEM, OR

Past

June 4, 2004 - December 31, 2004

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

SEATTLE, WA

Past

December 1, 2003 - April 23, 2004

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

August 13, 2003 - October 2, 2003

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

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".

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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.

Highlighted states indicate IAR registrations

IAR

Tennessee
(7/2/2024)

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

State Security Law Exam

IAR

Series 66

Date: 10/13/2004

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 1/10/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/12/2003

General Securities Representative Examination

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

CRD#: 309098 / SEC#: 801-118810

RIA

Registered Investment Advisory firm - (5/27/2020 Approved)

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Contact information

Main Address

15350 Sw Sequoia Parkway, Suite 250, Portland, OR 97224

Mailing Address

Phone number

(971) 371-3444

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

RELY WEALTH PARTNERS DISCLOSURE BROCHURE (2/11/2025)

TIAM2 DISCLOSURE BROCHURE (2/11/2025)

MERIT WEALTH MANAGEMENT DISCLOSURE BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts	264
AUM (Assets Under Management)	$ 217,056,008

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.

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Jeffrey R. Griswold

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ryan Griswold's CRS (Customer Relationship Summary).

Certified licenses

Experience

MERIT WEALTH MANAGEMENT, LLC

JH ADVISORS

SALEM ASSET MANAGEMENT, LLC

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

NYLIFE SECURITIES LLC

WADDELL & REED

Primary Firm SEC Registration

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2004

Series 63

Date: 1/10/2004

Series 7

Date: 8/12/2003

Current Firm

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC

TRUST BUT VERIFY

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