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Jeffrey Alan Kulik

Grove Point Investments, LLC

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About Jeffrey Alan Kulik

Jeffrey Alan Kulik is a financial advisor with over 20 years of experience in the industry. Jeffrey currently works at Grove Point Investments, LLC, Cadaret, Grant & CO., Inc., Western International Securities, Inc., Next Financial Group, Inc., SCF Securities, Inc., Sorrento Pacific Financial, LLC, and Cuso Financial Services, LP. Jeffrey has a strong background in investments, with a focus on serving clients in California, Maryland, New York, Texas, and Wisconsin.

Firm Information

Jeffrey Kulik 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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Jeffrey Kulik’s Registration & Firm History

MD

04/12/2024 - Present

Grove Point Investments, LLC (ROCKVILLE MD)

WI

10/03/2023 - 01/05/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

CA

01/03/2017 - 03/23/2022

TD AMERITRADE, INC. (SAN DIEGO CA)

NE

03/25/2018 - 01/28/2021

TD AMERITRADE CLEARING, INC. (OMAHA NE)

CA

10/29/2010 - 11/02/2011

LPL FINANCIAL LLC (SAN DIEGO CA)

CA

11/12/2009 - 10/18/2010

GIRARD SECURITIES, INC. (SAN JUAN CAPISTRANO CA)

CA

08/01/2008 - 08/05/2009

MISCHLER FINANCIAL GROUP, INC. (CORONA DEL MAR CA)

CA

07/10/2008 - 07/30/2008

QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)

CT

01/04/2006 - 08/09/2006

FUTURETRADE SECURITIES, LLC (GREENWICH CT)

MA

04/19/2005 - 11/07/2005

ASSOCIATED SECURITIES CORP. (BOSTON MA)

CA

05/08/2003 - 03/01/2005

GIRARD SECURITIES, INC. (SAN DIEGO CA)

NY

01/28/2002 - 11/19/2002

ANDOVER BROKERAGE, L.L.C. (MONTEBELLO NY)

CA

04/04/2001 - 08/08/2001

MARK STEWART SECURITIES, INC. (COSTA MESA CA)

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Licenses & Designations

BC

Issued 12/26/2016

Series 63 - Uniform Securities Agent State Law Examination

BOTH

Issued 03/04/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/16/2018

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/25/2001

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 04/03/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Alan Kulik.
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