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RIA / WealthAdvisorCertified Financial Planner13 years in industry

JONATHAN BROOKS GROOVER

Advisor at LEADING EDGE FINANCIAL PLANNING LLC

KNOXVILLE, TN | THOMASVILLE, GA

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Search this name across graphsid dfx:ria:b23413b3-d9f5-4240-062e-7ffa058e9d89

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 10:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Feb 1, 2023 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LEADING EDGE FINANCIAL PLANNING LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Jan 27, 2023
First registration: Feb 1, 2023
Dual registered: no
Other names: Jonathan B Groover|Jonathan Brooks Groover
IAPD individual key: 7664337

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LEADING EDGE FINANCIAL PLANNING LLC	Independent wealth	Jun 9, 2026	n/a	yes	THOMASVILLE, GA\|KNOXVILLE, TN	Current employment
SYNOVUS SECURITIES, INC.	Bd affiliated wealth	Sep 30, 2024	May 14, 2026	no	TALLAHASSEE, FL\|THOMASVILLE, GA\|TALLAHASSEE, FL\|PORT CHARLOTTE, FL	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Mar 30, 2023	Oct 3, 2024	no	TALLAHASSEE, FL\|STATESBORO, GA	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Feb 1, 2023	Mar 20, 2023	no	MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SYNOVUS SECURITIES, INC.	LEADING EDGE FINANCIAL PLANNING LLC	May 14, 2026	Jun 9, 2026	26	Firm change	Ibd to RIA
TRUIST ADVISORY SERVICES, INC.	SYNOVUS SECURITIES, INC.	Oct 3, 2024	Sep 30, 2024	-3	Firm change	Ibd to RIA
THRIVENT INVESTMENT MANAGEMENT INC.	TRUIST ADVISORY SERVICES, INC.	Mar 20, 2023	Mar 30, 2023	10	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ LEADING EDGE FINANCIAL PLANNING LLCRegistered adviserregistration: current employment
Jun 9, 2026 to presentfactForm ADV
→ SYNOVUS SECURITIES, INC.Registered adviserregistration: previous registration
Sep 30, 2024 to May 14, 2026factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Mar 30, 2023 to Oct 3, 2024factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Feb 1, 2023 to Mar 20, 2023factForm ADV

Dated events

Occurred
May 14, 2026
Advisor changed firm
Jonathan Brooks Groover left Synovus Securities, Inc. for Leading Edge Financial Planning Llc (registered 2026-06-09)
Form ADVobserved 5 days ago
Occurred
Oct 3, 2024
Advisor changed firm
Jonathan Brooks Groover left Truist Advisory Services, Inc. for Synovus Securities, Inc. (registered 2024-09-30)
Form ADVobserved 5 days ago
Occurred
Mar 20, 2023
Advisor changed firm
Jonathan Brooks Groover left Thrivent Investment Management Inc. for Truist Advisory Services, Inc. (registered 2023-03-30)
Form ADVobserved 5 days ago