Jerry Grantham, financial advisor Flowood MS
96 score

Jerry Grantham

CRD Number: 1056637
Current Firm: Sound Financial Strategies Group, Inc.

Jerry Grantham (CRD# 1056637) is an Investment Advisor Representative working at Sound Financial Strategies Group, Inc. in Flowood, MS and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Sound Financial Strategies Group, Inc. Flowood, MS Mar 2017 - Current 1
Comprehensive Asset Management And Servicing, Inc. Parsippany, NJ Mar 2017 - Current 1
Fsgi Mortgage, Inc. Madison, MS Oct 2003 - Current 14
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
Contact Info for Jerry V. Grantham
Phone Number: 601-856-3825
Firm Website: https://www.soundfsg.com
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    185
    MILLIONS
  • Total Number of Accounts
    1,240
    ACCOUNTS
  • Average Account Value
    $149,194
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, FL, LA, MS, TN, TX

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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