Joseph Edward Grenvicz

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → Present
  First Tennessee Insurance Services
  Nashville, TN
• 07/2002 → Present
  First Tennessee Brokerage
  Nashville, TN
• 10/2013 → Present
  Ftb Advisors, Inc.
  Nashville, TN
• 08/2025 → Present
  Lpl Financial Llc
  Nashville, TN

Previous Registrations

• 2004-03-24 → 2025-08-21
  First Horizon Advisors, Inc.
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
  Nashville, TN
• 2008-09-03 → 2013-10-10
  Ftb Advisors, Inc.
  Memphis, TN
  Nashville, TN

Other Businesses

1- 08/21/2025 - Green Holdings LLC - Real Estate Rental - President and Member - Investment Related - Nolensville, TN - Start Date 09/19/2014 - 1 hour per month/ during trading 2- 08/21/2025 - JTF Media LLC - Radio/ TV/ Podcast - Media Personality - Not Investment Related - Nolensville, TN - Start Date 06/01/2020 - 1 hour per month/ during trading 3- 08/21/2025 - Personal Farm - Farm - Land Owner - Not Investment Related - Brentwood, TN - Start Date 07/04/2017 - 1 hour per month/ during trading 4- 08/26/2025 - Investment products and services are offered through LPL Financial LLC using the DBA/trade name First Horizon Advisors - ) - Inv Rel - At reported business location(s) - Start date: 08/26/2025 - 160 hour per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-03-16

Other Names

• Joe Grenvicz