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JG

John E. Grella

METRIC FINANCIAL
Atlanta, GA 30309
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CRD#: 6757707
JG

Professional summary


John Edward Grella, who also goes by Jack Edward Grella, John Edward Grella, John Grella, is a registered financial professional 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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Jack Edward Grella | John Edward Grella | John Grella

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) - BD


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

July 3, 2021 - Present

METRIC FINANCIAL, LLC

Office #1: 1180 West Peachtree St.nw Suite 1910, Atlanta, GA 30309
BD
CRD#: 33324
Atlanta, GA
Past

January 24, 2019 - September 16, 2019

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
STAMFORD, CT
Past

January 3, 2019 - September 13, 2019

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
STAMFORD, CT
Past

July 8, 2017 - August 17, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Lone Tree, CO
Past

June 20, 2017 - August 17, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Lone Tree, CO

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

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
(6/21/2024)
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


State Security Law Exam
RR
IAR
Series 66
Date: 7/7/2017
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

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)
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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
# of Employees

FINRA licenses (52 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Event1

Red Flags


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.

Company Information


METRIC FINANCIAL, LLC

CRD#: 33324Atlanta, GA 30309

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