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Jeffrey Granoff

ST. Bernard Financial Services, Inc.

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About Jeffrey Granoff

Jeffrey Granoff is a registered investment advisor representative with St. Bernard Financial Services, Inc. based in Russellville, Arkansas. Jeffrey has been in the industry since 2013 and has worked for several firms, including Signator Investors, Inc., MML Investors Services, LLC, and One World Financial Solutions, Inc. Jeffrey is also the owner of J Granoff Insurance Sales, Inc., which provides Medicare Solutions Insurance. Jeffrey specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Jeffrey Granoff is currently registered with ST. Bernard Financial Services, Inc.. ST. Bernard Financial Services, Inc. is a Corporation that was formed on March 24, 1994, and is headquartered in RUSSELLVILLE, AR. The firm provides investment advisory services to individuals and businesses. They specialize in portfolio management and offer educational seminars. They are registered with the SEC and in 46 states. ST. Bernard Financial Services, Inc. manages approximately $130,472,570 in regulatory assets for 841 clients.
ST. Bernard Financial Services, Inc.

1609 WEST MAIN ST

RUSSELLVILLE, AR 72801

$130.47M

Assets Under Management

Not reported

Total Clients

96

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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percentage of assets

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

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Jeffrey Granoff’s Registration & Firm History

FL

07/01/2024 - Present

ST. Bernard Financial Services, Inc. (Pinecrest FL)

AR

04/29/2022 - 12/31/2022

ST. BERNARD FINANCIAL SERVICES, INC. (RUSSELLVILLE AR)

FL

01/06/2020 - 02/10/2022

MML INVESTORS SERVICES, LLC (Miami FL)

FL

04/24/2013 - 01/22/2018

SIGNATOR INVESTORS, INC. (COCONUT GROVE FL)

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Licenses & Designations

IA

Issued 11/20/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/22/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/23/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jeffrey Granoff. Review regulatory record here.
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