John Waldron
John Waldron is a registered investment advisor at Thegrid LLC, based in Fernandina Beach, FL, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.50% to 2.00% annually and are negotiable based on the type of account, complexity of your situation as well as the amount and composition of your account assets. There is a minimum fee of $1,000 per year, although exceptions may be granted to this minimum fee based on your history and relationship with the firm and other possible advisory services provided. Under no circumstances will the client be charged more than 2.00% annually based on assets under management as a result of the minimum fee.
Fee Estimator
Location
Fernandina Beach, FL
Get directionsHistory
Regulatory History (1)
Financial
February 2021Other Business ActivitiesSells Insurance
John is an advisory representative of a Registered Investment Advisor (RIA), spending about 10-20% of his time on investment-related activities. He also works as a QuickBooks bookkeeper for Smokin Puffin LLC, dedicating minimal time, and is an insurance agent since December 2024.
Employment History
Current Registrations
Thegrid LLC
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Acpwa, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Independent Financial Partners
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Dfs Capital Management, LP
Chase Investment Services CORP.Broker
Pointe Atlantic, INCBroker
Citigroup Global Markets INC.Broker
Samco Capital Markets, INC.Broker
Penson Financial Services, INC.Broker
Bcp Securities, LLCBroker
Citicorp Investment ServicesBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.