Jon Grieser, financial advisor Pettisville OH
93 score

Jon Grieser

CRD Number: 1032675
Current Firm: Raymond James Financial Services Advisors, Inc.

Jon Grieser (CRD# 1032675) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Pettisville, OH and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Roth, Britsch, Dickman, Inc. Pettisville, OH Sep 2015 - Current 1
Raymond James Financial Services Advisors, Inc. Pettisville, OH Jan 2009 - Current 7
Raymond James Financial Services, Inc. Pettisville, OH Nov 2002 - Current 14
J. Greiser & Co Pettisville, OH Feb 2006 - May 2012 6
Beliver's Church International Defiance, OH Sep 2006 - Mar 2012 5
Sara's Garden-the Sara Joy Rychener-burkholder Hyperbaric Ctr. Wauseon, OH Jul 2004 - Mar 2012 7
Kingdom Ministries, Inc. Wauseon, OH Sep 1995 - Mar 2012 16
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1999
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Jon R. Grieser
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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