JG
Jeffrey Ryan Griswold
21 Years of Experience
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
264 clients
Average Client Portfolio
$822K average
Assets Under Management
$217.1M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
The annual management fee for investment management services ranges up to 1.20% annually, assessed monthly in arrears based on the daily average balance value. Fees can be structured as a fixed flat percentage or a tiered fee schedule. The fee rate adjusts annually to inflation based on the Consumer Price Index. There is no specific account minimum.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224
Get directionsRegulatory History (1)
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Regulatory
November 2023Final
Employment History
Current Registrations
Tru Independence Asset Management 2, LLC
July 2024 - Present · 1 yr 6 mos
Previous Registrations
Merit Wealth Management, LLC
November 2008 - May 2024 · 15 yrs 6 mos
Green Wealth Management, LLC
March 2006 - January 2009 · 2 yrs 10 mos
Salem Asset Management, LLC
January 2005 - December 2005 · 11 mos
Kms Financial Services, INC
October 2004 - December 2004 · 2 mos
Kms Financial Services, INC.Broker
June 2004 - December 2004 · 6 mos
Nylife Securities INC.Broker
December 2003 - April 2004 · 4 mos
Waddell & Reed, INC.Broker
August 2003 - October 2003 · 2 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.