Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn J. Grimley is a registered Investment Advisor Representative at Independence Square Holdings, LLC. John has over 20 years of experience in the financial services industry. John is a Series 7, 63, 65 and 79 licensed professional and has worked for various financial institutions including Deutsche Bank Securities Inc., Citigroup Global Markets Inc., Janney Montgomery Scott LLC, Craig-Hallum Capital Group LLC and Lake Street Capital Markets, LLC. John specializes in working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. John's specialties include portfolio management, financial planning, cash management, mortgage services, and selection of other advisors.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Cash management & mortgage services
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
PA
06/24/2021 - Present
Independence Square Holdings, LLC (KING OF PRUSSIA PA)
PA
09/23/2013 - 07/28/2014
LAKE STREET CAPITAL MARKETS, LLC (WAYNE PA)
PA
08/06/2012 - 09/09/2013
CRAIG-HALLUM CAPITAL GROUP LLC (BERWYN PA)
PA
11/04/2008 - 09/18/2012
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
PA
06/17/2004 - 11/12/2008
CITIGROUP GLOBAL MARKETS INC. (PHILADELPHIA PA)
NY
02/07/2001 - 06/14/2004
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
IA
Issued 06/23/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2014
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 02/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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