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Jaelyn Grimm

49 Financial

Austin, TX

Austin, TX

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Current Employers
49 Financial

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-12
  • TX RA
    APPROVED
    Since 2026-08-12

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

3711 S Mopac Expy Suite 150, Austin, TX 78746 • 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
Full Time Student Cedar Park TX 08/2014 08/2020
Anderson University Anderson SC 08/2020 05/2024
Nordstroms Austin TX 12/2021 01/2023
Lifetime Fitness Cedar Park TX 05/2023 07/2024
49 Financial Austin TX 06/2024 Present
  • 08/2014 → 08/2020
    Full Time Student
    Cedar Park, TX
  • 08/2020 → 05/2024
    Anderson University
    Anderson, SC
  • 12/2021 → 01/2023
    Nordstroms
    Austin, TX
  • 05/2023 → 07/2024
    Lifetime Fitness
    Cedar Park, TX
  • 06/2024 → Present
    49 Financial
    Austin, TX
Other Businesses

fixed insurance agent / investment related / 40 hours per month / same address as above

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-12
  • S65 Uniform Investment Adviser Law Examination
    2026-08-12

View on SEC IAPD

Other Firms

AUSTIN MONEY MANAGEMENT CORPORATION
EVERLONG FINANCIAL
EDWARD JONES
HARRELL INVESTMENT PARTNERS, LLC
WEATHERGAGE CAPITAL, LLC
LBJ FAMILY WEALTH ADVISORS, LTD.
JAMES S. MARROQUIN, CFP
OSAIC WEALTH, INC.

Other Investors

STEVEN DOUGLAS AYCOCK
ALEXANDER BURTON YEAGER
Jonathan Martin Haefner
David Nathan Van Winkle
DILDA DEEPAK DALVI
ANNA VICTORIA BODINE
Stephanie Caroline Morgan
ROBERT KING HARRELL

Other Offices

AUSTIN MONEY MANAGEMENT CORPORATION · AUSTIN, TX
EVERLONG FINANCIAL · AUSTIN, TX
EDWARD JONES · Austin, TX
HARRELL INVESTMENT PARTNERS, LLC · AUSTIN, TX
WEATHERGAGE CAPITAL, LLC · AUSTIN, TX
LBJ FAMILY WEALTH ADVISORS, LTD. · AUSTIN, TX
JAMES S. MARROQUIN, CFP · AUSTIN, TX
OSAIC WEALTH, INC. · AUSTIN, TX

More in Austin, TX

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