Jeffrey Carl Grenchik

Employer firm

Private Advisor Group, LLC CRD 155216

$44.3B regulatory AUM 1,033 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 01/2022
  Ofm Wealth
  Orland Park, IL
• 02/2022 → Present
  Private Advisor Group, Llc
  Morristown, NJ

Previous Registrations

• 2016-06-20 → 2022-01-28
  Ofm Wealth
  Orland Park, IL

Other Businesses

1.Mr. Grenchik uses Harvest Financial Planning, LLC as the name of the business under which he provides investment advice through Private Advisor Group, LLC.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-08

Designations

• Certified Financial Planner