JJ
Jeffrey James Gritis
CRD 4636597
Certified Financial Planner
Firms
| Firm | Role | As of |
|---|---|---|
| Bentley Financial Group, Inc. | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Bentley Financial Group, Inc.
Secretary, Treasurer, Chief Compliance Officer · 25% – 50% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗