Jeffrey Glenn Grad is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with GRAD WEALTH MANAGEMENT PLLC.
| Firm | From | To | Current |
|---|---|---|---|
| GRAD WEALTH MANAGEMENT PLLC | 2024-12-02 | present | Yes |
| FOUNDERS FINANCIAL SECURITIES, LLC | 2021-01-02 | 2024-12-03 | — |