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JG

Jeffrey G. Grad

GRAD WEALTH MANAGEMENT PLLC
LIVONIA, MI 48154
Some features on this profile are disabled
CRD#: 7130946
JG

Professional summary

Jeffrey Glenn Grad is a registered financial advisor currently at GRAD WEALTH MANAGEMENT PLLC located in Livonia, Michigan.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Jeffrey has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
Grad & Shoemaker, PC; Not investment-related; 35951 Five Mile Road, Livonia, MI 48154; Tax and accounting services; Owner, Start date: 10/1/17, 120 hours per month, 0 hours per month during securities trading hours; Prepare and review personal and corporate tax returns. Perform and review bookkeeping and other accounting services. LHS Properties, LLC; Not investment related; Spencer Street, LLC and Fremont Street, LLC; Investment properties; Owner, Combined 3 hours per month during trading hours.

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CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Glenn Grad'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

December 2, 2024 - Present

GRAD WEALTH MANAGEMENT PLLC

Office #1: 35951 Five Mile Rd, Livonia, MI 48154
RIA
CRD#: 333499
LIVONIA, MI
Past

January 2, 2021 - December 3, 2024

FOUNDERS FINANCIAL SECURITIES LLC

RIA
CRD#: 137945
BRIGHTON, MI
Past

October 14, 2019 - December 3, 2024

FOUNDERS FINANCIAL SECURITIES LLC

BD
CRD#: 137945
BRIGHTON, MI

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
Michigan
(12/2/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/18/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/14/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/24/2019
Securities Industry Essentials Examination

Current Firm

GW
GRAD WEALTH MANAGEMENT PLLC
GRAD WEALTH MANAGEMENT PLLC

CRD#: 333499 / SEC#:

Michigan
Registered Investment Advisory firm - (11/8/2024 Approved)
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Contact information

Main Address
35951 Five Mile Rd, Livonia, MI 48154
Mailing Address
Phone number
(734) 462-6161
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

Red Flags

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

Company Information

GRAD WEALTH MANAGEMENT PLLC

CRD#: 333499Livonia, MI 48154

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