Jonathan Grubb (CRD# 5508566) is an Investment Advisor Representative working at Accountants Wealth Management Group LLC in Des Plaines, IL and has over 8 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Hechtman Group | Skokie, IL | Aug 2020 - Current | 3 |
| Accountants Wealth Management Group LLC | Des Plaines, IL | Aug 2016 - Current | 7 |
| Jonathan Grubb Cpa Pc Dba Bush Grubb Hines | Winfield, IL | Jan 2015 - Jul 2020 | 5 |
| Archer Investment Corporation | Indianapolis, IN | Aug 2017 - Jul 2018 | < 1 |
| Cap Services | Stevens Point, WI | Jun 2015 - Jun 2016 | 1 |
| Sentry Insurance | Stevens Point, WI | Jun 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2016 |
- IL
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts2ACCOUNTS
-
Average Account Value$582,500
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
IL
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