AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
Jason Reeve Kirsch

Jason Reeve Kirsch

CFP®
GROW PLANNING
HIGHLAND BEACH, FL
·CRD# 5925759·11 years experience

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

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
View profile
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Credentials

CFP®
Certified Financial PlannerSince 2016

Years of Experience

11 years in the financial services industry

Current & Past Employments

GROW PLANNING, LLC·CRD# 285295
RIA
Highland Beach, FL
January 4, 2017 - Present
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC·CRD# 149018
RIA
Deerfield, IL
February 25, 2016 - December 20, 2016
RAYMOND JAMES FINANCIAL SERVICES, INC.·CRD# 6694
BD
Deerfield, IL
April 13, 2015 - December 20, 2016

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Current Firm

GP
GROW PLANNING, LLC

GROW PLANNING, LLC | JUNK PRODUCTIONS, LLC | GROW, LLC

CRD#: 285295
California
Registered Investment Advisory firm - California (3/9/2025 Terminated)
Florida
Registered Investment Advisory firm - Florida (5/12/2025 Approved)
Oregon
Registered Investment Advisory firm - Oregon (2/24/2023 Approved)
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).

Contact Information

Main Address

Highland Beach, FL

Phone Number

(516) 817-0435

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

18

AUM (Assets Under Management)

$1,650,000

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed May 2015About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Dec 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Apr 2015About the Series 7 exam

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#

CRS (Client Relationship Summary) - RIA

Click below to view Jason Reeve Kirsch's CRS (Customer Relationship Summary).

Similar Advisors

Guy David Peel
Guy David Peel

OSAIC WEALTH, INC.

HELENA, MT · CRD#
Mark Brown
Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

ESTERO, FL · CRD#
Jeffrey Paul Meotti
Jeffrey Paul Meotti

MORGAN STANLEY

MADISON, CT · CRD#
Douglas Paul Kinsey
Douglas Paul Kinsey

SOLTIS INVESTMENT ADVISORS, LLC

Oakwood, OH · CRD#
Jason Reeve Kirsch
Follow Jason
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required