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Jeffrey Grimoldi

2 Years of Experience
Decatur, GA
BrokerSells Insurance

Jeffrey Grimoldi is a registered investment advisor, based in Decatur, GA, with 2 years of industry experience.

Location

129 E Trinity Pl, Decatur, GA, 30030-3303

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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.

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Other Business ActivitiesSells Insurance

Jeffrey is an agent team member at Dan Barracliff's Insurance Agency, working with State Farm Mutual Automobile Insurance Company and its affiliates. This investment-related activity takes about half of Jeffrey's time.

Employment History
Current Registrations
State Farm Vp Management CORP.Broker
February 2024 - Present · 2 yrs 3 mos
State Farm Vp Management CORP.
February 2024 - Present · 2 yrs 3 mos
State Farm Investment Management CORP.
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
GA
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 Grimoldi - Financial Advisor | TrueAdvisor