Jeffrey Grimes, financial advisor San Antonio TX
71 score

Jeffrey Grimes

CRD Number: 5548499
Current Firm: Stone Oak Wealth Management, LLC

Jeffrey Grimes (CRD# 5548499) is an Investment Advisor Representative working at Stone Oak Wealth Management, LLC in San Antonio, TX and has over 9 years of experience in the finance industry. Jeffrey Grimes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stone Oak Wealth Management, LLC San Antonio, TX Nov 2017 - Current < 1
John Lester Insurance Agency San Antonio, TX Sep 2017 - Dec 2017 < 1
Usaa Financial Planning Services San Antonio, TX Jan 2009 - Jun 2017 8
Usaa Financial Advisors, Inc. San Antonio, TX Jun 2008 - Jun 2017 9
Usaa Investment Management Company San Antonio, TX Aug 2008 - Dec 2008 < 1
Usaa Life Insurance Company San Antonio, TX Jun 2008 - Dec 2008 < 1
Bally Fitness San Antonio, TX Mar 2008 - Jun 2008 < 1
The Home Depot San Antonio, TX Feb 2008 - Mar 2008 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jeffrey A. Grimes
Phone Number: 210-339-2707
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

TX

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BADGES
71

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