Jeffrey Glenn Grad

Employer firm

Grad Wealth Management Pllc CRD 333499

$1.64M regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2017 → Present
  Grad & Shoemaker, Pc
  Livonia, MI
• 01/2011 → 10/2017
  Baker Tilly
  Southfield, MI
• 11/2024 → Present
  Grad Wealth Management, Llc
  Livonia, MI
• 10/2019 → 11/2024
  Founders Financial Secuirities, Llc
  Towson, MD
• 01/2021 → 11/2024
  Founders Financial Secuirities, Llc
  Towson, MD

Previous Registrations

• 2021-01-02 → 2024-12-03
  Founders Financial Securities Llc
  Brighton, MI
  Towson, MD
  Towson, MD

Other Businesses

Grad & Shoemaker, PC; Not investment-related; 35951 Five Mile Road, Livonia, MI 48154; Tax and accounting services; Owner, Start date: 10/1/17, 120 hours per month, 0 hours per month during securities trading hours; Prepare and review personal and corporate tax returns. Perform and review bookkeeping and other accounting services. LHS Properties, LLC; Not investment related; Spencer Street, LLC and Fremont Street, LLC; Investment properties; Owner, Combined 3 hours per month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2020-12-18