JG
John L. Grant
COVINGTONALSINA
ANNAPOLIS, MD 21401
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CRD#: 7723630
JG
Professional summary
John Lawrence Grant Jr. is a registered financial advisor currently at COVINGTONALSINA located in Annapolis, Maryland.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. John has worked at 2 firms and has passed the Series 65 exam.
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.
1) independent licensed insurance agent 2) The Summit School; Investment related: Yes; Location: 664 Central Ave E Edgewater MD 21037; Description: The Summit School serves children, grades 1-8, with dyslexia and other learning differences. The Summit School has an incredible record of helping children become successful learners. The core of Summit's program incorporates: highly trained teachers, evidence-based instruction, hands-on, multi-sensory learning environments and small class sizes.; Position Title: Treasurer, Member of the Board; Responsibilities Duties: General board duties; present staff prepared financial statements to the board; Start date: 2024-05-17; Hours per month during trading hours: 4; Hours per month outside trading hours: 4.
CRS (Client Relationship Summary) - RIA
Click below to view John Lawrence Grant Jr.'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®
NoneExperience
Current
June 26, 2023 - Present
COVINGTONALSINA
Office #1: 67 West Street Suite 200, Annapolis, MD 21401RIA
CRD#: 326810
ANNAPOLIS, MD
Past
April 20, 2023 - June 26, 2023
GREAT VALLEY ADVISOR GROUP, LLC
RIA
CRD#: 123913
Annapolis, MD
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".
CO
COVINGTONALSINA
COVINGTONALSINA | COVINGTONALSINA, LLC
CRD#: 326810 / SEC#: 801-128186
RIA
Registered Investment Advisory firm - (6/20/2023 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
Maryland(6/26/2023)
IAR
Texas(5/14/2025)
Current Firm
CO
COVINGTONALSINA
COVINGTONALSINA | COVINGTONALSINA, LLC
CRD#: 326810 / SEC#: 801-128186
RIA
Registered Investment Advisory firm - (6/20/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2114 Oak Street, Jacksonville, FL 32204
Mailing Address
Phone number
(410) 457-7165
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,099 |
| AUM (Assets Under Management) | $ 189,339,339 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
