Jeffrey Ryan Griswold
Investment adviser representative at Tru Independence Asset Management 2, LLC
18 yearsExperience
1 stateRegistered in
$92.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed 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
18 years in the industry.
- Tru Independence Asset Management 2, LLCJan 2026 to now
- Tru Independence Asset Management 2, LLC dba Merit Wealth MgmtMay 2024 to now
- Merit Risk Management, LLCFeb 2009 to Dec 2017
- Merit Wealth Management, LLCSep 2008 to May 2024
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (TN).
Tru Independence Asset Management 2, LLC
$92.7MAssets managed
205Clients
4Advisers
6 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
- 4654185
- Firm CRD
- 309098