James L. Van Grouw

VAN GROUW ADVISORS

Bluffton, SC 29910

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CRD#: 5460427

Professional summary

James Leonard Van Grouw, who also goes by Jim Van Grouw, Jim Van Grouw, is a registered financial advisor currently at VAN GROUW ADVISORS, LLC located in Bluffton, South Carolina and IBN ADVISORY SERVICES, INC. located in Bluffton, South Carolina.

James is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. James has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jim Van Grouw | Jim Van Grouw

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) JAMES L. VAN GROUW, LLC; No; BLUFFTON, SC 29910; MR. VAN GROUW IS owner AND CPA MEMBER PROVIDING TAX AND ACCOUNTING SERVICES; APPROXIMATELY SPEND 130 HRS MONTH DEVOTED TO THIS BUSINESS; STARTED IN 3/17/2001; 120/MO;OWNER 100%; BUSINESS NOT RELATED TO SECURITIES BUSINESS AND SOME TAX CLIENTS MIGHT ALSO BE SECURITIES CLIENTS. (2) INSURANCE SALES, INVESTMENT RELATED SALES, 29 PLANTATION PARK DR., BLUFFTON , SC 29910, SOLE OWNER, START DATE 7/1/08/ TIME DEVOTED TO BUSINESS 10 HRS/MO, 5 HRS DURING TRADING HRS. (3). James Van Grouw is managing member/investment adviser representative with Van Grouw Advisors (CRD#311173) since 10/2020; investment related; provide investment advisory services; 15 hrs/mo (4) James Van Grouw is a registered representative with IBN Financial Services, Inc. since 02/2017; investment related; sell investment products; 15 hrs/mo (5) JB Holdings, LLC; NO; Bluffton, SC; Real Estate Rental; Managing Member; 11/2023; 1/Hr a MO; 1/Hr a MO; LLC is owner of real estate that office leases space from.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Leonard Van Grouw'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®

None

Experience

Current

October 27, 2020 - Present

VAN GROUW ADVISORS, LLC

Office #1: 29 Plantation Park Drive Suite 804, Bluffton, SC 29910

RIA

CRD#: 311173

Bluffton, SC

Current

December 23, 2020 - Present

IBN ADVISORY SERVICES, INC.

Office #1: 29 Plantation Park Dr. Ste 804, Bluffton, SC 29910

RIA

CRD#: 293288

Bluffton, SC

Current

February 11, 2017 - Present

IBN FINANCIAL SERVICES, INC.

Office #1: 29 Plantation Park Drive Suite 804, Bluffton, SC 29910

RIA

CRD#: 42360

Bluffton, SC

Past

July 25, 2014 - December 11, 2020

STARVANGROUW FINANCIAL

RIA

CRD#: 127499

BLUFFTON, SC

Past

April 3, 2014 - February 10, 2017

SOURCE CAPITAL GROUP, INC.

CRD#: 36719

BLUFFTON, SC

Past

October 22, 2009 - December 31, 2013

EDI INVESTMENT ADVISOR CORPORATION

RIA

CRD#: 124129

BLUFFTON, SC

Past

May 22, 2009 - April 1, 2014

EDI FINANCIAL, INC.

CRD#: 15699

BLUFFTON, SC

Past

June 10, 2008 - May 28, 2009

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

BLUFFTON, SC

Past

May 12, 2008 - May 28, 2009

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

BLUFFTON, SC

Past

December 12, 2007 - May 8, 2008

NEXT FINANCIAL GROUP, INC.

CRD#: 46214

BLUFFTON, SC

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".

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 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.

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

Arkansas
(2/11/2017)

Colorado
(2/11/2017)

Florida
(2/11/2017)

Georgia
(2/11/2017)

Missouri
(2/11/2017)

New Jersey
(2/11/2017)

IAR

New Jersey
(2/27/2024)

New York
(2/11/2017)

South Carolina
(2/11/2017)

IAR

South Carolina
(10/27/2020)

Texas
(2/11/2017)

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: 1/18/2008

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: 12/11/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

IBN ADVISORY SERVICES, INC. | IBN FINANCIAL SERVICES, INC.

CRD#: 293288 / SEC#: 801-113320

RIA

Registered Investment Advisory firm - (5/31/2018 Approved)

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Contact information

Main Address

404 Old Liverpool Rd., Liverpool, NY 13088

Mailing Address

Po Box 2365, Liverpool, NY 13089

Phone number

(315) 652-4426

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

IBN ADV FORM ADV 2A BROCHURE- 2025 (3/21/2025)

Regulatory assets under management

Total Number of Accounts	1,524
AUM (Assets Under Management)	$ 184,948,056

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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Firm Stability Insights

James L. Van Grouw

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view James Leonard Van Grouw's CRS (Customer Relationship Summary).

Certified licenses

Experience

IBN ADVISORY SERVICES, INC.

IBN FINANCIAL SERVICES, INC.

STARVANGROUW FINANCIAL

SOURCE CAPITAL GROUP, INC.

EDI INVESTMENT ADVISOR CORPORATION

EDI FINANCIAL, INC.

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

NEXT FINANCIAL GROUP, INC.

Primary Firm SEC Registration

IBN ADVISORY SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 1/18/2008

SIE

Date: 10/1/2018

Series 7

Date: 12/11/2007

FINRA

Current Firm

IBN ADVISORY SERVICES, INC.

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IBN ADVISORY SERVICES, INC.

TRUST BUT VERIFY

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