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Jason Corey Griggs

Arkadios Wealth Advisors

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About Jason Corey Griggs

Jason Corey Griggs is a financial advisor with Arkadios Wealth Advisors. Jason has been in the financial services industry since 2004. Jason is registered with the state of Florida as an Investment Advisor Representative. Jason has been registered with the state of Florida since 2018. Jason specializes in helping individuals and businesses reach their financial goals.

Firm Information

Jason Griggs is currently registered with Arkadios Wealth Advisors. Arkadios Wealth Advisors is an investment advisor based in Atlanta, GA, with approximately 2681123534 in regulatory assets under management. The firm primarily serves high net worth individuals, corporations or other businesses, and individuals other than high net worth. Arkadios Wealth Advisors provides financial planning and portfolio management services. The firm also participates in wrap fee programs.
Arkadios Wealth Advisors

2827 PEACHTREE RD NE, SUITE 510

ATLANTA, GA 30305

$2.68B

Assets Under Management

Not reported

Total Clients

147

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 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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Jason Griggs’s Registration & Firm History

FL

03/28/2018 - Present

Arkadios Wealth Advisors (Jacksonville FL)

FL

02/01/2016 - 03/21/2018

TRIAD ADVISORS LLC (JACKSONVILLE FL)

FL

02/01/2010 - 02/02/2016

NFP ADVISOR SERVICES, LLC (PONTE VEDRA BEACH FL)

FL

08/05/2004 - 02/04/2010

LINCOLN FINANCIAL ADVISORS CORPORATION (PONTE VEDRA BEACH FL)

IN

08/05/2004 - 04/05/2006

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)

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Licenses & Designations

BOTH

Issued 05/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Corey Griggs.
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