JG
JG

Jeffrey Grissom

3 Years of Experience
Gallatin, TN
Broker

Jeffrey Grissom is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gallatin, TN, with 3 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1630 Nashville Pike, Suite 100, Gallatin, TN, 37066

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 2 mos
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Morgan Stanley
December 2022 - February 2025 · 2 yrs 2 mos
Morgan StanleyBroker
September 2022 - February 2025 · 2 yrs 5 mos
State Registrations4 states
ALKYMSTN
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Jeffrey Grissom - Financial Advisor | TrueAdvisor