Jeffrey Thomas Grimes
Investment adviser representative at Savant Wealth Management
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$55.6BFirm 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
- Seminars and workshops
Experience
13 years in the industry.
- Savant Wealth ManagementMay 2025 to now
- Corrigan Financial, Inc.Sep 2019 to Apr 2025
- Cbiz & MhmJul 2018 to Sep 2019
- UnemployedDec 2017 to Jul 2018
- StudentSep 2013 to Dec 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (RI).
Savant Wealth Management
Legal name: Savant Capital, LLC
$55.6BAssets managed
24,034Clients
392Advisers
33 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
- 8038665
- Firm CRD
- 107271