Austin
Grizzell
Sjs Investment Services
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About this Advisor
Austin Grizzell is a certified financial planner working out of Gilbert, Arizona, with 1 year of relevant experience. Grizzell is currently employed by Sjs Investment Services. The advisor has gained experience at The Vanguard Group, Inc, Jp Morgan Chase and Sjs Investment Services. Grizzell has a Series 63 license, designating them as a securities broker, and can advise clients in Arizona. Sjs Investment Services is a financial advisory company headquartered in Sylvania, OH. The company has offices in two locations and a total of 17 financial advisors. It administers $2 billion in assets between its 2,470 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 37 charities and foundations. Of its 2,470 accounts, 43% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees largely depend on which services the firm provides the client. Fee types charged by Sjs Investment Services likely consist of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sjs Investment Services Brokerage Details
$2,028,889,719
17
2,470
$821,413
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Austin Grizzell Work History
Austin has been registered as a financial advisor for 1 years.*
Sjs Investment Services
The Vanguard Group, Inc
Jp Morgan Chase
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Austin Grizzell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sjs Investment Services
Sylvania, OH
Sylvania, OH
Gilbert, AZ
Chicago, IL
Sylvania, OH
Sylvania, OH
Sylvania, OH
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
