Michael Wayne Jarrold-grapes
Investment adviser representative at Commonwealth Financial Network
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.7BFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
26 years in the industry.
- Commonwealth Financial NetworkNov 2024 to now
- Niehaus Financial Services, LLCNov 2024 to now
- Independent BrokerSep 1998 to now
- Niehaus Tax Services, LLC.Sep 1998 to now
- Osaic Wealth, Inc.Jun 2024 to Nov 2024
- Securities America Advisors, Inc.Apr 2005 to Jun 2024
- Securities America, Inc.Aug 2003 to Jun 2024
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
Commonwealth Financial Network
Legal name: Commonwealth Equity Services, LLC
$212.7BAssets managed
360,488Clients
2,700Advisers
34 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
- 3235741
- Firm CRD
- 8032