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Jack Stephen Grzenia

Forum Financial Management, LP

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About Jack Stephen Grzenia

Jack Stephen Grzenia is a registered representative with Forum Financial Management, LP. Jack has been in the industry since February 8, 2016, and has worked with CETERA Financial Specialists LLC and Purshe Kaplan Sterling Investments, Inc. Jack is also a tax preparer and works with MP360 Tax Services. Jack Stephen Grzenia is registered to provide investment advice in Arizona, Colorado, Florida, Georgia, Illinois, Indiana, New Jersey, Pennsylvania, South Carolina, Texas, Utah, and Virginia. Jack holds Series 7, 66, and 65 licenses as well as the SIE exam.

Firm Information

Jack Grzenia is currently registered with Forum Financial Management, LP. Forum Financial Management, LP is an investment advisor headquartered in Lombard, IL. With over 100 investment advisor representatives and over 30 licensed agents, the firm manages over $8.5 billion in assets for a diverse clientele, including individuals, high-net-worth individuals, corporations, charities, pension plans, and other investment advisors. The firm provides financial planning, portfolio management, and pension consulting services.
Forum Financial Management, LP

1900 SOUTH HIGHLAND AVENUE

LOMBARD, IL 60148

$8.53B

Assets Under Management

Not reported

Total Clients

95

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jack Grzenia’s Registration & Firm History

IL

07/30/2021 - Present

Forum Financial Management, LP (LOMBARD IL)

IL

12/23/2015 - 09/23/2016

CETERA FINANCIAL SPECIALISTS LLC (OAK BROOK IL)

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Licenses & Designations

IA

Issued 07/30/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/02/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/23/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jack Stephen Grzenia.
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