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Registered advisor
J••••••• F•••••
Feed of 09/14/2026
Also filed as Jennifer Ann Grimes
At current firm
8 y
since Jan 17, 2018
In the industry
24 y
since Mar 11, 2002 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- L•• F•••••••• L•• BD affiliated currentsince Jan 17, 2018 · Meridian, Id
- M•• I•••••••• S•••••••• L•• BD affiliatedApr 29, 2014 to Dec 26, 2017 · Meridian, Id
- A•••••••• C•••••• M••••••••• independent RIAMar 25, 2014 to Apr 16, 2014 · Nampa, Id
- M•• I•••••••• S•••••••• L•• BD affiliatedNov 20, 2008 to Mar 13, 2014 · Meridian, Id
- C••••• A••••••• L•• formerMar 12, 2008 to Oct 23, 2008 · Greenwood Village, Co
Moves
a registration end followed by a registration begin elsewhere
- M•• I•••••••• S•••••••• L•• to L•• F•••••••• L••left Dec 26, 2017, registered Jan 17, 2018 (22 days) · Other
- A•••••••• C•••••• M••••••••• to M•• I•••••••• S•••••••• L••left Apr 16, 2014, registered Apr 29, 2014 (13 days) · Other
- M•• I•••••••• S•••••••• L•• to A•••••••• C•••••• M•••••••••left Mar 13, 2014, registered Mar 25, 2014 (12 days) · Other
- C••••• A••••••• L•• to M•• I•••••••• S•••••••• L••left Oct 23, 2008, registered Nov 20, 2008 (28 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address