Jason
Griggs
Arkadios Wealth Advisors
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About this Advisor
Jason Griggs is a financial advisor who works in Jacksonville, Florida with a total of 5 years of relevant experience. Griggs is an employee of Arkadios Wealth Advisors. Their career trajectory has included roles at Nfp Securities, Inc, Triad Advisors, Inc, Arkadios Capital and Arkadios Wealth Advisors. Griggs has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida. Arkadios Wealth Advisors is a registered investment firm that has its headquarters in Atlanta, GA. The investment advisory business has offices in 47 locations and a total of 140 financial advisors. It controls $2 billion in total assets between its 8,782 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 8,782 client accounts, just 3% are held by high-net-worth individuals who have at least $1 million in assets. Arkadios Wealth Advisors offers a few services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial management typically are based on the services offered. Fee types billed by Arkadios Wealth Advisors likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Arkadios Wealth Advisors Brokerage Details
$1,757,945,482
140
8,782
$200,176
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Jason Griggs Work History
Jason has been registered as a financial advisor for 5 years.*
Arkadios Capital
Arkadios Wealth Advisors
Triad Advisors, Inc
Nfp Securities, Inc
*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 Jason Griggs 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 Arkadios Wealth Advisors
New Berlin, WI
Atlanta, GA
Atlanta, GA
Jacksonville, FL
Columbia, SC
Atlanta, GA
Angleton, TX
San Juan, PR
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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