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Jeffery David Renley

Grove Point Investments, LLC

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About Jeffery David Renley

Jeffery David Renley is a financial advisor with over 38 years of experience in the financial services industry. Jeffery Renley is currently registered with Grove Point Investments, LLC and holds a Series 7, Series 24, and Series 63 license. Jeffery Renley has previously been registered with a number of other firms including DIVERSIFIED SECURITIES, INCORPORATED, MUNICICORP OF CALIFORNIA, FIRST AFFILIATED SECURITIES, INC., PRUDENTIAL-BACHE SECURITIES INC., PAINEWEBBER INCORPORATED and FIRST DOMINION FINANCIAL SERVICES, INC.. Jeffery Renley is licensed in 13 states including Arizona, California, Florida, Idaho, Indiana, Michigan, Montana, Nevada, Oregon, South Carolina, Texas, Utah and Washington.

Firm Information

Jeffery Renley is currently registered with Grove Point Investments, LLC. Grove Point Investments, LLC is a Limited Liability Company formed on April 1, 2021, and registered in all 50 states and the District of Columbia. The firm has been the subject of 17 regulatory events and 3 arbitration disclosures.

Not reported

Assets Under Management

Not reported

Total Clients

81

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.

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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Jeffery Renley’s Registration & Firm History

CA

03/14/2007 - Present

Grove Point Investments, LLC (TUSTIN CA)

CA

04/03/1990 - 04/27/2017

DIVERSIFIED SECURITIES, INCORPORATED (TUSTIN CA)

CA

01/02/1990 - 02/14/1990

MUNICICORP OF CALIFORNIA (WOODLAND HILLS CA)

CA

05/31/1989 - 12/06/1989

FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)

NA

12/22/1988 - 05/31/1989

FIRST AFFILIATED SECURITIES, INC.

NA

04/10/1987 - 12/06/1988

PRUDENTIAL-BACHE SECURITIES INC.

NA

05/07/1984 - 04/27/1987

PAINEWEBBER INCORPORATED

NA

01/25/1984 - 07/16/1984

FIRST DOMINION FINANCIAL SERVICES, INC.

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Licenses & Designations

BC

Issued 06/07/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/30/2001

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 5 public disclosures for Jeffery David Renley. Review regulatory record here.
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