Jeffrey Scott Williams
Investment adviser representative at Grand Wealth Management, LLC
22 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$597.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Grand Wealth Management, LLCJun 2004 to now
Designations
- PFS
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MI).
Grand Wealth Management, LLC
$597.8MAssets managed
156Clients
7Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2974931
- Firm CRD
- 132137