Jerry Grantham (CRD# 1056637) is an Investment Advisor Representative working at Sound Financial Strategies Group, LLC in Madison, MS and has over 40 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sound Financial Strategies Group, Inc. | Flowood, MS | Mar 2017 - Current | 7 |
| Comprehensive Asset Management And Servicing, Inc. | Parsippany, NJ | Mar 2017 - Current | 7 |
| Fsgi Mortgage, Inc. | Madison, MS | Oct 2003 - Current | 20 |
| Financial Strategies Group, Inc. | Madison, MS | Jan 2001 - Mar 2017 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1983 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2000 |
- MS
-
Total Assets Under Management184MILLIONS
-
Total Number of Accounts1,284ACCOUNTS
-
Average Account Value$143,685
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
AL, AR, AZ, FL, GA, LA, MS, TN, TX
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