Jama R Grotelueschen
Investment adviser representative at Tenet Wealth Partners, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$246.9MFirm 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 assetsFixed or flat feeOther
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
12 years in the industry.
- Tenet Wealth Partners, LLCFeb 2026 to now
- Seymour High SchoolJul 2020 to now
- Sanctuary Advisors, LLCOct 2024 to Mar 2026
- Sanctuary Securities, Inc.Oct 2024 to Mar 2026
- Cusd #3Sep 2020 to Oct 2024
- Seymour Junior High SchoolFeb 2019 to May 2023
- UnmployedOct 2014 to Feb 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (IL).
Tenet Wealth Partners, LLC
$246.9MAssets managed
442Clients
3Advisers
Under 1 yearIn 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
- 7994941
- Firm CRD
- 339818