Jason Corey Griggs

Employer firm

Arkadios Wealth Advisors CRD 288863

$8.79B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 02/2016 → 03/2018
  Triad Advisors, Inc.
  Norcross, GA
• 03/2018 → Present
  Arkadios Capital
  Atlanta, GA
• 03/2018 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2018-03-22 → 2018-04-02
  Acg Wealth Inc.
  Jacksonville, FL
• 2016-02-05 → 2018-03-21
  Triad Advisors Llc
  Jacksonville, FL
  Atlanta, GA
• 2010-02-23 → 2016-02-02
  Kestra Investment Services, Llc
  Jacksonville, FL
• 2009-05-29 → 2010-02-04
  Osaic Fa, Inc.
  Jacksonville Beach, FL
  Ponte Vedra Beach, FL

Other Businesses

1)Exclusive Advisors LLC;investment related;10752 Deerwood Park Blvd,Jacksonville,FL 32256;financial planning;financial advisor;2/1/2016;160 hrs/month;6.5 hrs during trading;advise clients on investment goals and needs,represent and recommend products that help meet those needs. 2)Abentras; not investment related;155 Professional Drive,Ponte Vedra,FL 32082;fixed group health consulting;agent;1/1/2010;40 hrs/month;20 hrs/month during trading;sales & relationship management/development 3)Jason Griggs; not investment related; Ponte Vedra, FL 32082; rental real estate;property owner; 2008; 1-2 hrs/month;0 hrs during trading; former residence that I rent out 4)Alive Credit Union Board Member;not investment related;9790 Touchton Rd, Jacksonville, FL 32246;credit union; community supervisory committee; 2011;1-3 hrs/month;1 hr during trading;contribute to policies of credit union in accordance with federal and state credit union acts. Assist in developing programs to ensure continuity of the credit union 5)Crump Life Insurance;not investment related;1401 N University Dr,Coral Springs,FL 33071;fixed insurance brokerage-life,disability,long term care;agent;4/2004;5-10 hrs/month;1 hr during trading;Crump is a wholesaler for life,disability,long term care products. In my interaction with clients,they may have a need for these products 6)DI Broker;not investment related; 100 Miracle Mile STE 250, Coral Gables, FL 33134; disability insurance brokerage;4/2004;2-3 hrs/month;1 hr during trading;DI Broker is a wholesaler for long term disability insurance products. 7) J. Griggs Inc., Jacksonville FL, Non-Investment related, Director since 2006, 0hrs/month, No duties.

Exams

• S66 Uniform Combined State Law Examination
  2009-05-23