Michael Jarrold-Grapes (CRD# 3235741) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Cincinnati, OH and has over 19 years of experience in the finance industry.
CRD# 6626957
Kld Wealth Management
CRD# 2667585
Edward Jones
CRD# 2076400
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Securities America Advisors, Inc. | Cincinnati, OH | Apr 2005 - Current | 19 |
| Securities America, Inc. | Cincinnati, OH | Aug 2003 - Current | 20 |
| Independent Broker | Cincinnati, OH | Sep 1998 - Current | 25 |
| Niehaus Tax Services, LLC | Cincinnati, OH | Sep 1998 - Current | 25 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2005 |
- NC
- OH
- TX
-
Total Assets Under Management40,420MILLIONS
-
Total Number of Accounts211,150ACCOUNTS
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Average Account Value$191,430
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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