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Jason Reeve Kirsch

Grow Planning, LLC

Highland Beach, FL

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Current Employers
Grow Planning, Llc

Highland Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APP_PEND_IARCE 2026-01-01
OR RA APP_PEND_IARCE 2026-01-01
  • FL RA
    APP_PEND_IARCE
    Since 2026-01-01
  • OR RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Highland Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Marcum Financial Services Deerfield IL 01/2015 12/2016
Raymond James Financial Services, Inc. Deerfield IL 05/2015 12/2016
Raymond James Financial Services Advisors Inc. Deerfield IL 05/2015 12/2016
Forbes New York NY 01/2023 Present
Seeking Alpha Los Angeles CA 12/2016 06/2022
Mitre Media New York NY 10/2023 Present
Dream Theaters Highland Beach FL 01/2024 Present
Junk Productions Highland Beach FL 01/2020 Present
  • 01/2015 → 12/2016
    Marcum Financial Services
    Deerfield, IL
  • 05/2015 → 12/2016
    Raymond James Financial Services, Inc.
    Deerfield, IL
  • 05/2015 → 12/2016
    Deerfield, IL
  • 01/2023 → Present
    Forbes
    New York, NY
  • 12/2016 → 06/2022
    Seeking Alpha
    Los Angeles, CA
  • 10/2023 → Present
    Mitre Media
    New York, NY
  • 01/2024 → Present
    Dream Theaters
    Highland Beach, FL
  • 01/2020 → Present
    Junk Productions
    Highland Beach, FL
Previous Registrations
Other Businesses

Jason Kirsch is engaged in several other business activities beyond his investment advisory role at Grow Financial Planning & Investment Management. These include: Creative Director, Dream Theaters VR Jason leads a creative studio specializing in immersive virtual reality experiences that replicate film and concert environments. This work is unrelated to investment advisory services and is conducted outside of business hours.NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, software developer, January 2024, 2 hours per week. No hours during trading hours. Marketing Consultant, Mitre Media: Jason consults on brand strategy, content, and product segmentation for a media company focused on financial publishing. This work is performed independently and does not involve investment advisory clients or products. NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, consultant, Content and marketing, October 2023, 15 hours per week. No hours during trading hours. Producer, Junk Productions: Jason is producing a feature-length film exploring identity and emotional defense mechanisms. This activity is part of his creative interests and does not involve advisory clients or services. NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, Filmmaker, Content Production, January 2020, 20 hours per week. No hours during trading hours. Contributor, Forbes Investor Hub Jason contributes freelance articles to Forbes, where he writes educational content related to investing and financial planning. These contributions are journalistic in nature and separate from his advisory services. NOT INVESTMENT RELATED. 13215 S Ocean Blvd Suite 802 Highland Beach FL 33487, contributor, Content Production, January 2023, 3 hours per week. No hours during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-04
  • S66 Uniform Combined State Law Examination
    2015-05-04
Designations

View on SEC IAPD

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