Unclaimed
Jonathan David Grimm is an investment advisor representative with Eagle Strategies LLC. Jonathan has been in the financial services industry since September 2020. Jonathan's previous work experience includes roles at New York Life Insurance Company and NYLIFE Securities LLC. Jonathan is licensed in Alabama, California, Georgia, New York, Oregon, Tennessee and Washington. Jonathan holds the Series 63, 65, 7TO and SIE securities licenses. Jonathan also holds a life and health insurance license.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/11/2023 - Present
Eagle Strategies LLC (MONTROSE CA)
IA
Issued 7/7/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 9/28/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 9/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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