Jonathan B. Groover

LEADING EDGE FINANCIAL PLANNING

THOMASVILLE, GA

CRD#: 7664337

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Professional summary

Jonathan Brooks Groover, who also goes by Jonathan B Groover, Jonathan Brooks Groover, is a registered financial advisor currently at LEADING EDGE FINANCIAL PLANNING LLC located in Thomasville, Georgia.

Jonathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jonathan has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jonathan B Groover | Jonathan Brooks Groover

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 Jonathan Brooks Groover'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 9, 2026 - Present

LEADING EDGE FINANCIAL PLANNING LLC

RIA

CRD#: 277149

THOMASVILLE, GA

Past

September 30, 2024 - May 14, 2026

SYNOVUS SECURITIES, INC.

RIA

CRD#: 14023

TALLAHASSEE, FL

Past

September 30, 2024 - May 14, 2026

SYNOVUS SECURITIES, INC.

CRD#: 14023

TALLAHASSEE, FL

Past

March 30, 2023 - October 3, 2024

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

TALLAHASSEE, FL

Past

March 27, 2023 - October 3, 2024

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

TALLAHASSEE, FL

Past

February 1, 2023 - March 20, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

RIA

CRD#: 18387

MINNEAPOLIS, MN

Past

January 5, 2023 - March 20, 2023

THRIVENT INVESTMENT MANAGEMENT INC.

CRD#: 18387

MINNEAPOLIS, MN

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".

LEADING EDGE FINANCIAL PLANNING LLC

CRD#: 277149 / SEC#: 801-120413

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Colorado

Registered Investment Advisory firm - (6/4/2021 Terminated)

Florida

Registered Investment Advisory firm - (6/4/2021 Terminated)

Georgia

Registered Investment Advisory firm - (7/15/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (6/4/2021 Terminated)

Nevada

Registered Investment Advisory firm - (7/14/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (6/4/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (7/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/5/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Georgia
(6/9/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/27/2023

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/5/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/26/2022

Securities Industry Essentials Examination

Current Firm

LEADING EDGE FINANCIAL PLANNING LLC

CRD#: 277149 / SEC#: 801-120413

RIA

Registered Investment Advisory firm - (3/1/2021 Approved)

Colorado

Registered Investment Advisory firm - (6/4/2021 Terminated)

Florida

Registered Investment Advisory firm - (6/4/2021 Terminated)

Georgia

Registered Investment Advisory firm - (7/15/2021 Terminated)

Louisiana

Registered Investment Advisory firm - (6/4/2021 Terminated)

Nevada

Registered Investment Advisory firm - (7/14/2021 Terminated)

South Carolina

Registered Investment Advisory firm - (6/4/2021 Terminated)

Tennessee

Registered Investment Advisory firm - (7/4/2021 Terminated)

Texas

Registered Investment Advisory firm - (6/4/2021 Terminated)

Virginia

Registered Investment Advisory firm - (6/5/2021 Terminated)

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Contact information

Main Address

6921 Office Park Circle, Knoxville, TN 37909

Mailing Address

Phone number

(865) 240-2292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (20 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV2A - DISCLOSURE BROCHURE (5/16/2025)

Regulatory assets under management

Total Number of Accounts	1,388
AUM (Assets Under Management)	$ 360,175,782

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
02/02/2026	Cover Page	Report
01/14/2026	Cover Page	Report
10/21/2024	Cover Page	Report
06/27/2023	Cover Page	Report

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.

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Advisor Monitoring

Firm Stability Insights

Jonathan B. Groover

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jonathan Brooks Groover's CRS (Customer Relationship Summary).

Certified licenses

Experience

SYNOVUS SECURITIES, INC.

SYNOVUS SECURITIES, INC.

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

LEADING EDGE FINANCIAL PLANNING LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/27/2023

Series 7TO

Date: 1/5/2023

SIE

Date: 10/26/2022

Current Firm

LEADING EDGE FINANCIAL PLANNING LLC

Contact information

SEC notice filing (20 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

LEADING EDGE FINANCIAL PLANNING LLC

TRUST BUT VERIFY

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