Jeffrey James Gritis

Current Employers

Employment History

• 11/2005 → Present
  Bentley Financial Group
  Downers Grove, IL
• 02/2006 → Present
  Waterstone Financial Group
  Itasca, IL
• 09/2005 → Present
  Gritis & Associates
  Downers Grove, IL
• 09/2009 → Present
  Lpl Financial Llc
  Downers Grove, IL
• 11/2014 → Present
  Bentley Financial Group, Inc.
  Downers Grove, IL

Other Businesses

1. 9/30/2009 - BENTLEY FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE DBA - WEALTH MANAGER ASSISTANT - Time Spent 80% - PROVIDE INSURANCE AND INVESTMENT PRODUCTS TO CLIENTS. 2. 11/4/2009 - GRITIS & ASSOCIATES, LTD - Investment Related - Tax Prep/Accounting/CPA - Time Spent 20% - Tax preparation. 3. 10/12/2010 - BENTLEY FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 4. 9/4/2013 - NO BUSINESS NAME - Not Investment Related - Other-NOTARY - Time Spent 1%. 5. 2/5/2015 - BENTLEY FINANCIAL GROUP, INC. - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - Started 01/27/2015 - 20 Hours Per Month/0 Hours During Securities Trading - RIA PROVIDES FINANCIAL PLANS AND ADVICE FOR HOURLY AND/OR FIXED FEES IN ADDITION TO MANAGING ADVISORY ASSETS.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-16

Designations

Other Names

• Jeffrey J Gritis