Jason R. Kirsch
GROW PLANNING
HIGHLAND BEACH, FL
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CRD#: 5925759
Jason Reeve KirschGROW PLANNING
Professional summary
Jason Reeve Kirsch, CFP® is a registered financial advisor currently at GROW PLANNING, LLC located in Highland Beach, Florida.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Always Fiduciary
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.
Jason Kirsch is engaged in several other business activities beyond his investment advisory role at Grow Financial Planning & Investment Management. These include: Creative Director, Dream Theaters VR Jason leads a creative studio specializing in immersive virtual reality experiences that replicate film and concert environments. This work is unrelated to investment advisory services and is conducted outside of business hours.NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, software developer, January 2024, 2 hours per week. No hours during trading hours. Marketing Consultant, Mitre Media: Jason consults on brand strategy, content, and product segmentation for a media company focused on financial publishing. This work is performed independently and does not involve investment advisory clients or products. NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, consultant, Content and marketing, October 2023, 15 hours per week. No hours during trading hours. Producer, Junk Productions: Jason is producing a feature-length film exploring identity and emotional defense mechanisms. This activity is part of his creative interests and does not involve advisory clients or services. NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, Filmmaker, Content Production, January 2020, 20 hours per week. No hours during trading hours. Contributor, Forbes Investor Hub Jason contributes freelance articles to Forbes, where he writes educational content related to investing and financial planning. These contributions are journalistic in nature and separate from his advisory services. NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, contributor, Content Production, January 2023, 3 hours per week. No hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Reeve Kirsch'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®
CFP®
Start date: 2016
Experience
Current
January 4, 2017 - Present
GROW PLANNING, LLC
RIA
CRD#: 285295
HIGHLAND BEACH, FL
Past
February 25, 2016 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
DEERFIELD, IL
Past
April 13, 2015 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
DEERFIELD, IL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
GP
GROW PLANNING, LLC
GROW PLANNING, LLC | JUNK PRODUCTIONS, LLC | GROW, LLC
CRD#: 285295 / SEC#:
California
Registered Investment Advisory firm - (3/9/2025 Terminated)Florida
Registered Investment Advisory firm - (5/12/2025 Approved)Oregon
Registered Investment Advisory firm - (2/24/2023 Approved)Loading...
Contact information
Main Address
Highland Beach, FL
Mailing Address
Phone number
(516) 817-0435
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 18 |
| AUM (Assets Under Management) | $ 1,650,000 |
Red Flags
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