Jonathan David Grimm

Current Employers

Fortis Capital Advisors, Llc

7301 Mission Road Suite 326, Prairie Village, KS 66208 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-30

CA RA
APPROVED

Since 2025-05-30

Branch Locations

Altadena, CA • United States

7301 Mission Road Suite 326, Prairie Village, KS 66208 • 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

Organization	City	State	From	To
Pacific Crossroads Church	Los Angeles	CA	06/2015	12/2019
New York Life Insurance Company	Glendale	CA	07/2019	05/2025
Nylife Securities Llc	Glendale	CA	08/2020	05/2025
Eagle Strategies Llc	Pasadena	CA	07/2023	05/2025
Tend Financial And Insurance Solutions	Pasadena	CA	10/2023	05/2025
Fortis Capital Advisors, Llc	Prairie Village	KS	05/2025	Present

06/2015 → 12/2019

Pacific Crossroads Church

Los Angeles, CA
07/2019 → 05/2025

New York Life Insurance Company

Glendale, CA
08/2020 → 05/2025

Nylife Securities Llc

Glendale, CA
07/2023 → 05/2025

Eagle Strategies Llc

Pasadena, CA
10/2023 → 05/2025

Tend Financial And Insurance Solutions

Pasadena, CA
05/2025 → Present

Fortis Capital Advisors, Llc

Prairie Village, KS

Previous Registrations

2023-07-11 → 2025-06-04

Eagle Strategies Llc

Pasadena, CA

Montrose, CA

Other Businesses

Insurance sales, investment related, same address as branch, sales of fixed insurance products, sales person, 10 hours per month during trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2023-07-07
S63	Uniform Securities Agent State Law Examination	2020-10-12

S65 Uniform Investment Adviser Law Examination

2023-07-07
S63 Uniform Securities Agent State Law Examination

2020-10-12

View on SEC IAPD