Justin D. Terman
Professional summary
Justin Douglas Terman, who also goes by Justin D Terman, is a registered financial professional currently at GRANT WILLIAMS L.P. located in Philadelphia, Pennsylvania.
Justin is registered as a RR (Registered Representative) and started their career in finance in 2013. Justin has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Justin Douglas Terman's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 18, 2025 - Present
GRANT WILLIAMS L.P.
Office #1: 1650 Market Street 53rd Floor, Philadelphia, PA 19103May 7, 2021 - November 29, 2022
MEEDER ADVISORY SERVICES, INC.
August 2, 2019 - May 7, 2021
MEEDER ASSET MANAGEMENT, INC.
July 26, 2013 - November 29, 2022
MEEDER DISTRIBUTION SERVICES, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
FINRA
Current Firm
GRANT WILLIAMS L.P.
CRD#: 45961 / SEC#: , 8-51249
Contact information
FINRA licenses (20 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| PORTFOLIO SOLUTIONS LLC | SHAREHOLDER | |
| GRANT, STEVEN TAYLOR | PRESIDENT, CEO, CCO, CFO | 826826 |
| GRW, INC. | GENERAL PARTNER |
Disclosures
| Regulatory Event | 2 |
Red Flags
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