Jerry Van Grantham

Current Employers

Employment History

• 01/2001 → 03/2017
  Financial Strategies Group, Inc.
  Madison, MS
• 03/2017 → Present
  Sound Financial Strategies Group, Inc.
  Madison, MS
• 03/2017 → Present
  Comprehensive Asset Management And Servicing, Inc.
  Parsippany, NJ
• 10/2003 → Present
  Fsgi Mortgage, Inc.
  Madison, MS

Previous Registrations

• 2008-06-04 → 2017-04-03
  National Planning Corporation
  Flowood, MS
  Jackson, MS
  Memphis, TN
• 2002-04-29 → 2008-06-03
  Financial Strategies Group Inc
  Madison, MS

Other Businesses

1-Sound Financial Strategies Group, Inc.; Madison, MS; Service description: Registered Investment Advisor; Start date: 08/01/2000; Title: Financial Advisor; Duties: Solicitation, sales and service of investment products; Time spent: 99%. 2-Jerry Grantham Insurance; Brandon, MS; Service description: Service of existing life, health and term insurance sale, Group insurance business occasionally; Start date: 1974; Title: Agent; Duties: Service and occasional sales; Time spent: 2 hours/month. 3- Forest Point Homeowner's Association, Investment related: No, 105 Holly Trail, Brandon, MS, 39047, Homeowner's Association, treasurer, 04/01/1982, 30 minutes per month, collection of dues, pay bills and record keeping 4-Lakeland Presbyterian Church, Investment related:No, 5212 Lakeland Drive, Flowood, Mississippi, 39047, church, Lakeland Presbyterian Church, 01/01/1988, 3 hours per month, officer 5-Sound Financial Insurance, Investment related:No, 116 One Madison Plaza, Madison, Mississippi, 39110, , financial advisor, 12/18/2019, 10%, sales and service

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-11-16
• S63 Uniform Securities Agent State Law Examination
  1983-09-07

Designations