Jennifer Gridley, financial advisor San Francisco CA

Jennifer Gridley

CRD Number: 4795991
Current Firm: Gridley Associates Inc.

Jennifer Gridley (CRD# 4795991) is an Investment Advisor Representative working at Gridley Associates Inc. in San Francisco, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Self Employed San Francisco, CA Jan 1992 - Current 32

Jennifer Gridley has no recent exams reported.
Contact Info for Jennifer I. Gridley
Phone Number: 415-397-1100
Registered State(s):
  • CA
Current Firm Details
Gridley Associates Inc.
Firm's CRD Number: 131258
By the Numbers
  • Total Assets Under Management
    90
    MILLIONS
  • Total Number of Accounts
    34
    ACCOUNTS
  • Average Account Value
    $2,648,850
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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