Jaron
Grounds

William Blair

CRD#7039833
Investment Advisor
in Atlanta, GA

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About this Advisor

Jaron Grounds is a financial advisor operating out of Atlanta, Georgia with 4 years of relevant experience. Grounds is an employee of William Blair. Their career trajectory has included roles at Publix Supermarkets, Overtime Athletics, Camp Wabanna, Dick'S Sporting Goods, William Blair & Company, Kennesaw State University and Johnson Ferry Christian Academy. Grounds has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. William Blair is a business headquartered in Chicago, IL. The company has offices in 10 locations and a total of 345 employees. It handles $42 billion in total assets across its 44,686 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides services to 39 charities and foundations. Of its 44,686 client accounts, 32% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules largely vary depending on which service is provided. However, fees charged by William Blair can include asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

3060 Peachtree Rd Nw Suite 900
Atlanta, GA 30305

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William Blair Brokerage Details

Total Assets Under Management

$41,721,600,830

GA Average: $6,674,516,078
Total Number of Employees

345

GA Average: 44
Total Number of Accounts

44,686

GA Average: 2,564
Average Account Size

$933,662

GA Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Jaron Grounds Work History

Jaron has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

William Blair & Company

2017 - 2018 (1 year)

Dick'S Sporting Goods

2016 - 2017 (1 year)

Overtime Athletics

2016 - 2016 (< 1 year)

Camp Wabanna

2015 - 2019 (4 years)

Kennesaw State University

2014 - 2015 (1 year)

Publix Supermarkets

2009 - 2015 (6 years)

Johnson Ferry Christian Academy

*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 Jaron Grounds 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 William Blair & Company L.L.C

Douglas Kryscio
Chicago, IL
Anthony Faut
Chicago, IL
Elinor Escamilla
Chicago, IL
Luke Hepler
Chicago, IL
Jeremy Frazer
Chicago, IL
Michael Pezzuto
Chicago, IL
John Welch
Chicago, IL
Daniel Maude
Chicago, IL

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.

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