Jeffrey Ryan Griswold

Employer firm

Tru Independence Asset Management 2, LLC CRD 309098

$265M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 09/2008 → 05/2024
  Merit Wealth Management, Llc
  Bend, OR
• 02/2009 → 12/2017
  Merit Risk Management, Llc
  Bend, OR
• 05/2024 → Present
  Tru Independence Asset Management 2, Llc Dba Merit Wealth Mgmt
  Portland, OR

Previous Registrations

• 2008-11-19 → 2024-05-17
  Merit Wealth Management, Llc
  Franklin, TN
  Bend, OR
• 2006-03-24 → 2009-01-22
  Jh Advisors
  Salem, OR
• 2005-01-12 → 2005-12-20
  Salem Asset Management, Llc
  Salem, OR
• 2004-10-14 → 2004-12-31
  Kms Financial Services, Inc.
  Salem, OR

Exams

• S66 Uniform Combined State Law Examination
  2004-10-13
• S63 Uniform Securities Agent State Law Examination
  2004-01-10

Other Names

• Jeff Griswold