Grant Carodine

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2015 → 12/2018
  Bbva Securities Inc.
  Huntsville, AL
• 11/2015 → 12/2018
  Compass Bank
  Birmingham, AL
• 11/2015 → 12/2018
  Bbva Compass Insurance Agency, Inc.
  Austin, TX
• 01/2019 → Present
  Edward Jones
  St Louis, MO
• 01/2018 → 12/2018
  Rodan And Fields
  San Francisco, CA

Other Businesses

"Rodan and Fields Type: Skin Care Date: 01/21/18 Title: Independant Consultant Trad Hrs: 0 Tot Hrs: 0 Desc: Not active selling consultant. Maintain my consultant status only for personal use discount. City-State: San Ramon CA" "Carodine Properties LLC Type of business: Rental Property/ Real Estate Start date: 12/4/2019 Title: Owner Hours per week: 1 Hours during trading: 1 Desc: Landlord- Rental. 08/06/2020 property was acquired. Deeded to Carodine Properties 2024. City/State: Madison, AL" "Kildare Restoration LLC Type of business: Real Estate Start date: 8/10/2020 Title: Member Hours per week: 0 Hours during trading: 0 Desc: Buy, hold, sell, renovate, rent real estate investments. Focused primarily on residential real estate. I am 50% owner. No current holdings as of today. I am recording due to the entity formation. City/State: Madison, AL" "Rental Property Madison, AL Start date: 10/1/2021 Owner Hours per week: 1 Hours during trading: 0 Desc: Rental Property- Update lease annually and maintenance as needed. Deeded to Carodine Properties 2024."

Exams

• S66 Uniform Combined State Law Examination
  2019-03-19

Other Names

• Grant W. Carodine
• Grant William Carodine
• Grant Carodine