Jonathan David Grimm is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with FORTIS CAPITAL ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FORTIS CAPITAL ADVISORS, LLC | 2025-05-30 | present | Yes |
| EAGLE STRATEGIES LLC | 2023-07-11 | 2025-06-04 | — |