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Jonathan Ian Grundman

Adaptive Financial Consulting, LLC

San Diego, CA

CRD 6537885

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Employer firm

Adaptive Financial Consulting, LLC CRD 288185

$547M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

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

Current Employers
Adaptive Financial Consulting, Llc

3401 Enterprise Parkway Suite 340, Beachwood, OH 44122 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-08-07
OH RA APPROVED 2017-08-07
  • CA RA
    APPROVED
    Since 2017-08-07
  • OH RA
    APPROVED
    Since 2017-08-07

Branch Locations

13236 Haxton Place, San Diego, CA 92130 • 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
Ibis Capital San Diego CA 05/2012 07/2017
Stratos San Diego CA 07/2015 Present
Adaptive Financial Consulting, Llc San Diego CA 07/2017 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-09-10
  • S65 Uniform Investment Adviser Law Examination
    2015-09-10
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

Summer Rae Pretzer
Jeffrey Raymond Dockan
Arben Qirjazi

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · SAN DIEGO, CA
CETERA INVESTMENT ADVISERS LLC · SAN DIEGO, CA

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