John Grubbs, financial advisor Gig Harbor WA

John Grubbs

CRD Number: 4119665
Current Firm: Meridian Wealth Management

John Grubbs (CRD# 4119665) is an Investment Advisor Representative working at Meridian Wealth Management in Gig Harbor, WA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Meridian Wealth Management, LLC Bellevue, WA Dec 2016 - Current 7
Columbia River Advisors Tacoma, WA Jul 2013 - Feb 2017 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2003
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John S. Grubbs
Phone Number: 425-492-9060
Registered State(s):
  • OR
  • WA
By the Numbers
  • Total Assets Under Management
    86
    MILLIONS
  • Total Number of Accounts
    251
    ACCOUNTS
  • Average Account Value
    $341,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

OR, WA

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