Jack Stephen Grzenia

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Contact Information

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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.

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Years of Experience

11 years registered in the securities industry

Current & Past Employments

Current

FORUM FINANCIAL MANAGEMENT, LPCurrent·CRD# 145706

RIA

1200 Harger Road Suite 220, Oak Brook, IL 60523

July 30, 2021 - Present

PURSHE KAPLAN STERLING INVESTMENTSCurrent·CRD# 35747

BD

1200 Harger Road Suite 220, Oak Brook, IL 60523

November 11, 2016 - Present

Past

CETERA FINANCIAL SPECIALISTS LLCPast·CRD# 10358

BD

Oak Brook, IL

December 23, 2015 - September 23, 2016

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Current Firm

FF

FORUM FINANCIAL MANAGEMENT, LP

FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL

CRD#: 145706 / SEC#: 801-69970

RIA

Registered Investment Advisory firm - SEC (3/9/2009 Approved)

Contact Information

Main Address

1900 South Highland Avenue Suite 100, Lombard, IL 60148

Phone Number

(630) 873-8520

# of Employees

143

SEC notice filing (51 States and Territories)

Registered to provide investment advisory services in 51 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORUM FINANCIAL MANAGEMENT, LP ADV PART 2A (3/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

19,838

AUM (Assets Under Management)

$8,690,717,334

Accountant Surprise Examination Report

Filing Date	Form ADV-E Cover	Form ADV-E Report
07/17/2026	Cover Page	Report
10/08/2025	Cover Page	Report
12/20/2024	Cover Page	Report
10/19/2023	Cover Page	Report

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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.

1) Sole Proprietor; Investment related; 1200 Harger Road Suite 220, Oakbrook, IL 60523; Insurance; Sole Proprietor; 1/2023; 10 hours/month devoted; 8 hours during securities trading hours; Insurance sales and services. 2) MP360 Financial Services; Not investment related; 1200 Harger Road Suite 220, Oak Brook, IL 60523; Administrative entity; Assistant & Client Service Associate; 02/2015; 130 hours/month devoted; 110 hours during securities trading hours; assisting with servicing clients. 3) MP360 Tax Services, Ltd.; Not investment related; 1200 Harger Road, Suite 220, Oak Brook, IL 60523; Tax Firm; Assistant & Tax Preparer; 02/2024; 180 hours per month devoted; 80 hours during securities trading hours; tax preparation. 4) Purshe Kaplan Sterling Investments; Investment related; 80 State St. Albany, New York 12207; Broker-dealer; Registered Representative; 11/2016; 40 hours/month devoted; 32 hours during securities trading hours; securities sales and servicing accounts.

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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".

FF

FORUM FINANCIAL MANAGEMENT, LP

FORUM | WEALTH ADVISER ALLIANCE | FORUM FINANCIAL MANAGEMENT, LP | FORUM FINANCIAL MANAGEMENT, LLC | FORUM FINANCIAL

CRD#: 145706 / SEC#: 801-69970

RIA

Registered Investment Advisory firm - SEC (3/9/2009 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.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Arizona
(12/17/2020)

RR

Colorado
(7/24/2024)

RR

Georgia
(12/17/2020)

RR

Illinois
(12/2/2016)

IAR

Illinois
(7/30/2021)

RR

Indiana
(12/17/2020)

RR

New Jersey
(7/24/2024)

RR

Pennsylvania
(12/17/2020)

RR

Texas
(7/24/2024)

RR

Utah
(12/17/2020)

RR

Virginia
(12/17/2020)

RR

Wisconsin
(1/29/2025)

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.Note:This rule does not apply to broker-dealer activity.