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Jonathan Andrew Grubb

Accountants Wealth Management Group LLC

Des Plaines, IL

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Current Employers
Accountants Wealth Management Group Llc

Carbondale, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2021-03-04
  • IL RA
    APPROVED
    Since 2021-03-04

Branch Locations

Des Plaines, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Accountants Wealth Management Group Llc Des Plaines IL 08/2016 Present
Archer Investment Corporation Indianapolis IN 08/2017 07/2018
Jonathan Grubb Cpa Pc Dba Bush Grubb Hines Winfield IL 01/2015 07/2020
The Hechtman Group Skokie IL 08/2020 Present
Previous Registrations
Other Businesses

The Hechtman Group; Not investment-related; Skokie, IL; Accounting Firm; Accountant; 160hrs; Accounting/taxes

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-04-06
  • S65 Uniform Investment Adviser Law Examination
    2016-04-06

View on SEC IAPD

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