Jonathan A. Grubb

ACCOUNTANTS WEALTH MANAGEMENT GROUP

Des Plaines, IL

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CRD#: 5508566

Professional summary

Jonathan Andrew Grubb is a registered financial advisor currently at ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC located in Des Plaines, Illinois.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jonathan has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Jonathan Andrew Grubb's 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

August 30, 2016 - Present

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

RIA

CRD#: 283935

Des Plaines, IL

Past

August 17, 2017 - July 26, 2018

ARCHER INVESTMENT CORPORATION

RIA

CRD#: 136403

Newberry, MI

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

Illinois
(3/4/2021)

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 65

Date: 4/6/2016

Uniform Investment Adviser Law Examination

Current Firm

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC | GRUBB INVESTMENT MANAGEMENT | GIM, LLC | GFA, LLC

CRD#: 283935 / SEC#:

Illinois

Registered Investment Advisory firm - (3/4/2021 Approved)

Michigan

Registered Investment Advisory firm - (3/19/2021 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).

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Contact information

Main Address

Carbondale, IL

Mailing Address

Phone number

(312) 479-3332

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 1,465,000

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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Jonathan A. Grubb

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Andrew Grubb's CRS (Customer Relationship Summary).

Certified licenses

Experience

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

ARCHER INVESTMENT CORPORATION

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2016

Current Firm

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

TRUST BUT VERIFY

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