Jeffrey James Gritis
Investment adviser representative at Bentley Financial Group
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$392.8MFirm 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
Experience
21 years in the industry.
- LPL Financial LLCSep 2009 to now
- Waterstone Financial GroupFeb 2006 to now
- Bentley Financial Group, Inc.Nov 2005 to now
- Gritis & AssociatesSep 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (AZ, IL).
Bentley Financial Group
Legal name: Bentley Financial Group, Inc.
$392.8MAssets managed
470Clients
5Advisers
5 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
- 4636597
- Firm CRD
- 172474