Anna Rathbun

GRENADILLA ADVISORY LLC

KIRTLAND, OH

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CRD#: 6122122

Professional summary

Anna Rathbun, who also goes by Jung Eun Oh, Jung Eun Anna Oh, is a registered financial advisor currently at GRENADILLA ADVISORY LLC located in Kirtland, Ohio.

Anna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Anna has worked at 3 firms and has passed the SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jung Eun Oh | Jung Eun Anna Oh

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 Anna Rathbun'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

June 12, 2025 - Present

GRENADILLA ADVISORY LLC

RIA

CRD#: 336376

KIRTLAND, OH

Past

April 6, 2020 - April 14, 2025

CBIZ INVESTMENT ADVISORY SERVICES, LLC

RIA

CRD#: 286002

CLEVELAND, OH

Past

September 16, 2013 - January 3, 2017

CBIZ FINANCIAL SOLUTIONS, INC.

RIA

CRD#: 16678

CLEVELAND, OH

Past

October 8, 2012 - January 3, 2017

CBIZ FINANCIAL SOLUTIONS, INC.

CRD#: 16678

CLEVELAND, OH

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

Ohio
(6/12/2025)

IAR

Texas
(7/1/2025)

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

General Industry/Product Exam

SIE

Date: 1/3/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/7/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRENADILLA ADVISORY LLC

GRENADILLA | GRENADILLA ADVISORY, LLC | GRENADILLA ADVISORY LLC

CRD#: 336376 / SEC#:

Ohio

Registered Investment Advisory firm - (5/1/2025 Approved)

Texas

Registered Investment Advisory firm - (6/23/2025 Conditional Restricted)

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Contact information

Main Address

Kirtland, OH

Mailing Address

Phone number

(440) 552-7245

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Anna Rathbun

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anna Rathbun's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRENADILLA ADVISORY LLC

CBIZ INVESTMENT ADVISORY SERVICES, LLC

CBIZ FINANCIAL SOLUTIONS, INC.

CBIZ FINANCIAL SOLUTIONS, INC.

State Registrations and Notice Filings

Exams

SIE

Date: 1/3/2017

Series 6

Date: 10/7/2012

Current Firm

GRENADILLA ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

GRENADILLA ADVISORY LLC

TRUST BUT VERIFY

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