Jon Doering Grams

Employer firm

Midwest Financial Group LLC CRD 175288

$566M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 03/2005 → Present
  Jon Grams And Associates, Inc
  Kansas City, MO
• 07/2016 → Present
  Midwest Financial Group, Llc
  Overland Part, KS

Previous Registrations

• 2011-10-27 → 2016-07-19
  Vsr Financial Services, Inc.
  Kansas City, MO
  Kansas City, MO
  Kansas City, MO
  Overland Park, KS
  Overland Park, KS

Other Businesses

1.CARPENTER & CO INSURANCE; NOT INVESTMENT RELATED; 8301 STATE LINE ROAD, SUITE GA, KANSAS CITY, MO 64114; PROP/CASUAL INSURANCE; AGENT; BEGAN 1/2010; 20 HOURS PER MONTH ALL DURING TRADING HOURS; INSURANCE SALES. 2.BROKER SOURCE; NOT INVESTMENT RELATED; 11221 ROE AVE STE100 LEAWOOD, KS 66211; HEALTH INSURANCE; SALES REP; 4/2013; 60 HOURS PER MONTH ALL DURING TRADING HOURS; SALES OF GROUP HEALTH INSURANCE 3.JON GRAMS; NOT INVESTMENT RELATED; JOHNSON COUNTY COURTHOUSE, OLATHE, KS; VOLUNTEER MENTOR COORDINATOR; WILL BEGIN 01/13/2016; 2 HOURS PER WEEK; COORDINATOR FOR JOHNSON COUNTY VETERAN'S TREATMENT COURT.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-20
• S63 Uniform Securities Agent State Law Examination
  1993-10-14