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JC

Janelle L. Coulman

GRIMES & COMPANY
LITTLETON, MA
Some features on this profile are disabled
CRD#: 4820452
JC

Professional summary

Janelle Leah Coulman, CFP®, who also goes by Janelle Korba Coulman, Janelle Leah Korba, is a registered financial advisor currently at GRIMES & COMPANY located in Littleton, Massachusetts.

Janelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Janelle has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Janelle Korba Coulman | Janelle Leah Korba

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)GRIMES & COMPANY~INVESTMENT RELATED~110 TURNPIKE RD, SUITE 100, WESTBOROUGH, MA 01581~RIA~IAR~APRIL 2014~128HRS PER MONTH~104HRS PER MONTH DURING MARKET~INVESTMENT ADVISOR REP - - - - - - - - - - - - - 2)GGC&W, LLC~NON INVESTMENT RELATED~110 TURNPIKE RD, STE 100, WESTBOROUGH, MA 01581~THIS IS A "SILENT" INVISIBLE LLC SIMPLY IN EXISTENCE FOR INTERNAL ACCOUNTING OF FIXED INSURANCE COMMISSIONS FOR SEVERAL INSURANCE PRODUCERS IN THE OFFICE~NO TITLE OR POSITION~OCTOBER 2018~1HR PER MONTH~1HR PER MONTH DURING MARKET~REFERRAL SOURCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Janelle Leah Coulman'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: 2010

Experience

Current

April 15, 2014 - Present

GRIMES & COMPANY

Office #2: One Technology Drive Suite 100, Westborough, MA 01581
RIA
CRD#: 109420
LITTLETON, MA
Past

May 20, 2014 - September 30, 2025

NEWEDGE SECURITIES, LLC

BD
CRD#: 10674
WESTBOROUGH, MA
Past

March 13, 2014 - May 30, 2014

TRIAD ADVISORS LLC

BD
CRD#: 25803
CONCORD, 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".
G&
GRIMES & COMPANY
GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA
Registered Investment Advisory firm - (1/28/2000 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
Massachusetts
(4/15/2014)
IAR
Texas
(6/27/2017)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/2/2014
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/13/2014
General Securities Representative Examination

Current Firm

G&
GRIMES & COMPANY
GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA
Registered Investment Advisory firm - (1/28/2000 Approved)
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Contact information

Main Address
One Technology Drive Suite 100, Westborough, MA 01581
Mailing Address
Phone number
(508) 366-3883
Established
Firm type
Fiscal year end
# of Employees
53

SEC notice filing (53 States and Territories)

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Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRIMES & COMPANY WEALTH MANAGEMENT, LLC (11/3/2025)

Regulatory assets under management

Total Number of Accounts9,415
AUM (Assets Under Management)$ 5,592,556,041

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.

Company Information

GRIMES & COMPANY

CRD#: 109420Littleton, MA

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