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JW

John A. Wilmer

GRIMES & COMPANY
BROOMFIELD, CO
Some features on this profile are disabled
CRD#: 7333312
JW
John Anthony WilmerGRIMES & COMPANY

Professional summary

John Anthony Wilmer, who also goes by Jack Anthony Wilmer, John Wilmer, is a registered financial advisor currently at GRIMES & COMPANY located in Broomfield, Colorado.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. John has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Jack Anthony Wilmer | John Wilmer

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 John Anthony Wilmer'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

June 30, 2026 - Present

GRIMES & COMPANY

RIA
CRD#: 109420
BROOMFIELD, CO
Past

March 31, 2025 - July 6, 2026

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
BROOMFIELD, CO
Past

May 23, 2022 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
BROOMFIELD, CO
Past

May 7, 2021 - July 6, 2026

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
GREENWOOD VILLAGE, CO

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".
G&
GRIMES & COMPANY
GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA
Registered Investment Advisory firm - (1/28/2000 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.

Highlighted states indicate IAR registrations

IAR
Colorado
(6/30/2026)
IAR
Texas
(6/30/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/11/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 5/14/2021
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/6/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 4/29/2021
Securities Industry Essentials Examination

Current Firm

G&
GRIMES & COMPANY
GRIMES & CO INC | GRIMES & COMPANY, LLC | GRIMES & COMPANY, INC. | GRIMES & COMPANY WEALTH MANAGEMENT, LLC | GRIMES & COMPANY

CRD#: 109420 / SEC#: 801-57193

RIA
Registered Investment Advisory firm - (1/28/2000 Approved)
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Contact information

Main Address
One Technology Drive Suite 100, Westborough, MA 01581
Mailing Address
Phone number
(508) 366-3883
Established
Firm type
Fiscal year end
# of Employees
69

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRIMES & COMPANY PART 2A (3/16/2026)

Regulatory assets under management

Total Number of Accounts9,842
AUM (Assets Under Management)$ 6,298,759,513

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

GRIMES & COMPANY

CRD#: 109420Broomfield, CO

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