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Jeffrey Thomas Grimes

Savant Wealth Management

Rockford, IL

Middletown, RI

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Current Employers
Savant Wealth Management

190 Buckley Drive, Rockford, IL 61107 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-05-02
  • RI RA
    APPROVED
    Since 2025-05-02

Branch Locations

190 Buckley Drive, Rockford, IL 61107 • United States

747 Aquidneck Avenue Suite 1, Middletown, RI 02842 • 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
Corrigan Financial, Inc. Middletown RI 09/2019 04/2025
Cbiz & Mhm Boston MA 07/2018 09/2019
Student Kingston RI 09/2013 12/2017
Savant Wealth Management Rockford IL 05/2025 Present
Unemployed Newport RI 12/2017 07/2018
  • 09/2019 → 04/2025
    Corrigan Financial, Inc.
    Middletown, RI
  • 07/2018 → 09/2019
    Cbiz & Mhm
    Boston, MA
  • 09/2013 → 12/2017
    Student
    Kingston, RI
  • 05/2025 → Present
    Savant Wealth Management
    Rockford, IL
  • 12/2017 → 07/2018
    Unemployed
    Newport, RI
Previous Registrations
  • 2025-02-09 → 2025-05-02
    Corrigan Financial Inc
    Middletown, RI
Designations
Other Names
  • Jeffrey T Grimes

View on SEC IAPD

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STACKSTONE WEALTH, LLC
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STATE FARM INVESTMENT MANAGEMENT CORP.
FIFTH THIRD SECURITIES, INC.
LPL FINANCIAL LLC

Other Investors

JASON JEFFREY WERNER
JENNIFER ELISE LEWIS
ZORANA OKILJ
DAVID RAY FEHRLE
JACK E WHEELER
THOMAS MARTIN WEIGHTMAN
EMILY MANEY VANHILLE
ERICH LEE VARGAZ

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · ROCKFORD, IL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · ROCKFORD, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Rockford, IL
STACKSTONE WEALTH, LLC · ROCKFORD, IL
EDWARD JONES · ROCKFORD, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Rockford, IL
FIFTH THIRD SECURITIES, INC. · ROCKFORD, IL
LPL FINANCIAL LLC · ROCKFORD, IL

More in Rockford, IL

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