Grysko J. James

ASCEND WEALTH ADVISORS

JACKSONVILLE BEACH, FL 32250

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CRD#: 7891479

Professional summary

Grysko Joseph James is a registered financial advisor currently at ASCEND WEALTH ADVISORS, LLC located in Jacksonville Beach, Florida.

Grysko is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Grysko has worked at 1 firm 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grysko Joseph James'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

September 13, 2024 - Present

ASCEND WEALTH ADVISORS, LLC

Office #1: 3560 3rd Street South, Jacksonville Beach, FL 32250

RIA

CRD#: 329553

JACKSONVILLE BEACH, FL

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

Florida
(9/13/2024)

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 65

Date: 11/25/2023

Uniform Investment Adviser Law Examination

Current Firm

ASCEND WEALTH ADVISORS, LLC

ASCEND WEALTH ADVISORS, LLC | ASCEND WEALTH GROUP, LLC

CRD#: 329553 / SEC#:

Florida

Registered Investment Advisory firm - (9/13/2024 Approved)

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Contact information

Main Address

3560 3rd Street South, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 241-8176

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Grysko J. James

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Grysko Joseph James's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASCEND WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/25/2023

Current Firm

ASCEND WEALTH ADVISORS, LLC

Contact information

Documents

Red Flags

Company Information

ASCEND WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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