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JG

John Edward Grella

METRIC FINANCIAL
Atlanta, GA
·CRD# 6757707·9 years experience

Professional Summary

John Edward Grella, who also goes by Jack Edward Grella, John Edward Grella, John Grella, is a registered financial advisor currently at METRIC FINANCIAL, LLC located in Atlanta, Georgia. John is registered as a RR (Registered Representative) and started their career in finance in 2017. John has worked at 4 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Jack Edward Grella, John Edward Grella, John Grella

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

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

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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.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

METRIC FINANCIAL, LLC·CRD# 33324
BD
1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
July 3, 2021 - Present
FIDELITY PERSONAL AND WORKPLACE ADVISORS·CRD# 288590
RIA
Stamford, CT
January 24, 2019 - September 16, 2019
FIDELITY BROKERAGE SERVICES LLC·CRD# 7784
BD
Stamford, CT
January 3, 2019 - September 13, 2019
CHARLES SCHWAB & CO., INC.·CRD# 5393
RIA
Lone Tree, CO
July 8, 2017 - August 17, 2018
CHARLES SCHWAB & CO., INC.·CRD# 5393
BD
Lone Tree, CO
June 20, 2017 - August 17, 2018

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Current Firm

MF
METRIC FINANCIAL, LLC

METRIC FINANCIAL INC. | NEWBURY, PIRET SECURITIES, INC. | NEWBURY, PIRET & CO., INC. | NEWBURY PIRET COMPANY | NEWBURY PIRET & CO. | METRIC FINANCIAL, LLC

CRD#: 33324 / SEC#: 8-46684
BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)

Contact Information

Main Address

1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309

Mailing Address

1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309

Phone Number

(678) 528-1151

Established

Georgia since 05/01/1981

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Small

FINRA licenses (52 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GRELLA MANAGEMENT LLC.MEMBER—
GRELLA, JOHN EDWARDCEO6757707
JONES, SHARON DOSTERFINOP/PFO/POO/CCO3124470

Disclosures

Regulatory Event

1

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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.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
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
Alabama
(4/2/2022)
RR
Alaska
(4/2/2022)
RR
Arizona
(4/2/2022)
RR
Arkansas
(4/2/2022)
RR
California
(7/3/2021)
RR
Colorado
(4/2/2022)
RR
Connecticut
(7/3/2021)
RR
Delaware
(4/2/2022)
RR
District of Columbia
(4/2/2022)
RR
Florida
(4/2/2022)
RR
Georgia
(7/3/2021)
RR
Hawaii
(4/2/2022)
RR
Idaho
(4/2/2022)
RR
Illinois
(4/2/2022)
RR
Indiana
(4/2/2022)
RR
Iowa
(4/2/2022)
RR
Kansas
(4/2/2022)
RR
Kentucky
(4/2/2022)
RR
Louisiana
(4/2/2022)
RR
Maine
(4/2/2022)
RR
Maryland
(4/2/2022)
RR
Massachusetts
(4/2/2022)
RR
Michigan
(4/2/2022)
RR
Minnesota
(4/2/2022)
RR
Mississippi
(4/2/2022)
RR
Missouri
(4/2/2022)
RR
Montana
(4/2/2022)
RR
Nebraska
(4/2/2022)
RR
Nevada
(4/2/2022)
RR
New Hampshire
(4/2/2022)
RR
New Jersey
(4/2/2022)
RR
New Mexico
(4/2/2022)
RR
New York
(4/2/2022)
RR
North Carolina
(4/2/2022)
RR
North Dakota
(4/2/2022)
RR
Ohio
(4/4/2022)
RR
Oklahoma
(4/2/2022)
RR
Oregon
(4/2/2022)
RR
Pennsylvania
(4/2/2022)
RR
Rhode Island
(4/2/2022)
RR
South Carolina
(4/2/2022)
RR
South Dakota
(4/2/2022)
RR
Tennessee
(2/12/2026)
RR
Texas
(4/2/2022)
RR
Utah
(4/2/2022)
RR
Vermont
(4/2/2022)
RR
Virginia
(4/2/2022)
RR
Washington
(4/2/2022)
RR
West Virginia
(4/2/2022)
RR
Wisconsin
(4/2/2022)
RR
Wyoming
(4/2/2022)

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 Jul 2017About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Aug 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2017About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Jun 2022About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view John Edward Grella's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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