Best Investors Account Sign in
Current Employers
Grantvest Financial Group Llc

106 Main Street Suite D, Matawan, NJ 07747 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-21
NJ RA APPROVED 2020-11-04
  • TX RA
    APPROVED
    Since 2022-12-21
  • NJ RA
    APPROVED
    Since 2020-11-04

Branch Locations

106 Main Street Suite D, Matawan, NJ 07747 • 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
Calton & Associates, Inc. Matawan NJ 06/2013 Present
Grantvest Financial Group, Llc Matawan NJ 10/2020 Present
Other Businesses

1) Name of Business: Multiple Insurance Carriers. Non-Investment related. Address: 106 Main Street, Suite D, Matawan, NJ 07747. Nature of Business: Sales of Insurance products, Disability products, and other voluntary benefits. Position/Title/Relationship: Agent. Start Date: 09/2009. Hours per month: Less than 10. Hours per month during Securities trading hours: Less than 5%. Duties/Responsibilities: Sales of Insurance products, Disability products, and other voluntary benefits. 2) Name of Business: Gregory Guenther, LLC. Non-Investment related. Address: 1603 Sheridan Drive, Wall Township, NJ 07719. Nature of Business: Tax Filing Purposes. Position/Title/Relationship: Owner. Start Date: 09/2009. Hours per month: 5. Hours per month during Securities trading hours: 5. Duties/Responsibilities: LLC solely for tax purposes. 3) GRANTvest Financial Group. Investment Related. 106 Main Street, Suite D, Matawan New Jersey, 07747. Nature of Business: DBA Used for brand reconition Title: Partner. Start Date: 08/12/2019. 4) GRANTvest Financial Group, LLC. Investment Related. 106 Main St, Suite D Matawan New Jersey, 07747. Nature of Business: RIA-Financial Planning Primarily ETF's and Equities. Title: Partner RIA. Start Date: 11/02/2020. Hours per Month: 20-40 Hours. Duties: Duties of an IAR and RIA owner. 5) JBT Benefits Group LLC. Non-Investment related. 160 Main St. Suite D Matawan, NJ 07747, Nature of Business: LLC for processing life and health supplement insurance business. Title: Partner. Start Date: 06/22/2023. Hours Per Month: 1 . Duties: LLC established to process life and supplemental health insurance business. 6) FED RP, LLC - A DBA for marketing services of GrantVest Financial Group to Federal Employees. Address- 106 Main Street, Suite E, Matawan NJ 07747. O hours per month. Start Date 09/2023.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-03
S63 Uniform Securities Agent State Law Examination 2006-10-27
  • S65 Uniform Investment Adviser Law Examination
    2018-12-03
  • S63 Uniform Securities Agent State Law Examination
    2006-10-27

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Matawan, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor