linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Justin C Davis

Grimes & Company, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Justin? Claim Your Profile

About Justin C Davis

Justin Davis is a financial advisor at Grimes & Company, Inc. with over 10 years of experience in the financial services industry. Justin has a comprehensive understanding of the financial markets, and his experience includes working at J.P. Morgan Securities LLC and TD Ameritrade. Justin provides financial planning and portfolio management services to individuals, businesses, and institutions. He is also a Certified Financial Planner.

Firm Information

Justin Davis is currently registered with Grimes & Company, Inc.. Grimes & Company, Inc. is a Registered Investment Advisor (RIA) based in Westborough, MA. With over 30 investment advisor representatives, the firm offers a wide range of advisory services, including financial planning, portfolio management for individuals and businesses, and selection of other advisors. Grimes & Company manages over $4.85 billion in assets for a diverse clientele, including high-net-worth individuals, charitable organizations, corporations, and pension plans.
Grimes & Company, Inc.

110 TURNPIKE RD

WESTBOROUGH, MA 01581

$4.85B

Assets Under Management

Not reported

Total Clients

27

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Justin Davis’s Registration & Firm History

MA

04/18/2019 - Present

Grimes & Company, Inc. (WESTBOROUGH MA)

TX

12/20/2017 - 04/23/2019

J.P. MORGAN SECURITIES LLC (FLOWER MOUND TX)

TX

10/19/2009 - 01/18/2018

TD AMERITRADE, INC. (SOUTHLAKE TX)

TX

02/16/2009 - 09/25/2009

FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)

Not sure if Justin C Davis is right for you?

Licenses & Designations

BOTH

Issued 07/18/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/20/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/16/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/13/2009

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin C Davis.
Not sure if Justin C Davis is right for you?