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Grant T Morman

Edward Jones

Findlay, OH

CRD 7321757

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-04-11
OH RA APPROVED 2025-04-03
  • TX RA
    APPROVED
    Since 2025-04-11
  • OH RA
    APPROVED
    Since 2025-04-03

Branch Locations

1000 E Main Cross Street Suite 101, Findlay, OH 45840 • 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
Edward Jones St. Louis MO 01/2025 Present
Signature Bank N.A. Toledo OH 05/2023 01/2025
Autokiniton New Boston MI 05/2022 05/2023
Gosche Putnam Masonry Findlay OH 05/2020 05/2022
Firehouse Subs Findlay OH 05/2018 05/2020
Unemployed Findlay OH 01/2015 05/2018
  • 01/2025 → Present
    St. Louis, MO
  • 05/2023 → 01/2025
    Signature Bank N.A.
    Toledo, OH
  • 05/2022 → 05/2023
    Autokiniton
    New Boston, MI
  • 05/2020 → 05/2022
    Gosche Putnam Masonry
    Findlay, OH
  • 05/2018 → 05/2020
    Firehouse Subs
    Findlay, OH
  • 01/2015 → 05/2018
    Unemployed
    Findlay, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-01
  • S66 Uniform Combined State Law Examination
    2025-04-01
Other Names
  • Grant Thomas Morman

View on SEC IAPD

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