Jerry
Grantham
Sound Financial Strategies Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Jerry Grantham is a chartered financial consultant who works out of Flowood, Mississippi. Grantham is on the advisory team at Sound Financial Strategies Group, LLC. The advisor has gained experience at Financial Strategies Group, Inc, Sound Financial Strategies Group, Inc, Comprehensive Asset Management And Servicing, Inc and Fsgi Mortgage, Inc. Grantham maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in Mississippi. Sound Financial Strategies Group, LLC is a financial advisory company operating out of Flowood, MS. The company has a total of nine people on staff. It has $215 million in assets among its 1,388 customer accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. Of its 1,388 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Sound Financial Strategies Group, LLC offers a few services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees charged by financial advisors depend on the financial services offered. Fee types charged by Sound Financial Strategies Group, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Sound Financial Strategies Group, LLC Brokerage Details
$214,778,500
9
1,388
$154,740
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
Jerry Grantham Work History
Jerry has been registered as a financial advisor for 0 years.*
Sound Financial Strategies Group, Inc
Comprehensive Asset Management And Servicing, Inc
Fsgi Mortgage, Inc
Financial Strategies Group, 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 Jerry Grantham 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 Sound Financial Strategies Group, LLC
Flowood, MS
Flowood, MS
Flowood, MS
Flowood, MS
Flowood, MS
Flowood, MS
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
