John Peter Grimes

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 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

• 03/1998 → Present
  Nicholas Financial
  Ashland, MA
• 03/2014 → 03/2022
  Retirement Wealth Advisors Inc.
  Grand Rapids, MI
• 02/2025 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2014-05-27 → 2022-03-16
  Brookstone Wealth Advisors, Llc
  Ashland, MA
  Ashland, MA
  Boston, MA
  Plymouth, MA
• 2012-02-08 → 2014-03-28
  Redhawk Wealth Advisors, Inc.
  Ashland, MA
• 2007-11-07 → 2011-12-31
  Barrington Capital Management Inc
  Ashland, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-01
• S63 Uniform Securities Agent State Law Examination
  1991-06-21