Justin Davis, financial advisor Westborough MA

Justin Davis

CRD Number: 5631607
Current Firm: Grimes & Company, Inc.

Justin Davis (CRD# 5631607) is an Investment Advisor Representative working at Grimes & Company, Inc. in Westborough, MA and has over 15 years of experience in the finance industry. Justin Davis 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
Grimes & Company, Inc. Westborough, MA Apr 2019 - Current 4
J.p. Morgan Securities LLC Flower Mound, TX Dec 2017 - Apr 2019 1
Td Ameritrade Investment Management,llc Fort Worth, TX Jun 2011 - Dec 2017 6
Td Ameritrade Fort Worth, TX Sep 2009 - Dec 2017 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2009
S66 NASAA Uniform Combined State Law Examination Jul 2011
Contact Info for Justin C. Davis
Phone Number: 508-366-3883
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    4,850
    MILLIONS
  • Total Number of Accounts
    8,908
    ACCOUNTS
  • Average Account Value
    $544,496
Compensation Options
  • A percentage of assets under your management
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
  • Selection of other advisers (including private fund managers)
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, WY

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