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Samuel Forrest Grinnan

Edward Jones

Swannanoa, NC

CRD 7920571

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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:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-28
NC RA APPROVED 2024-08-21
  • TX RA
    APPROVED
    Since 2025-01-28
  • NC RA
    APPROVED
    Since 2024-08-21

Branch Locations

2358 Us Hwy 70 Suite C, Swannanoa, NC 28778 • 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
Edward Jones St Louis MO 06/2024 Present
Warner Pacific Insurance Services Westlake Village CA 07/2015 06/2024
Pennsylvania State University - Student State College PA 08/2018 05/2021
  • 06/2024 → Present
    Edward Jones
    St Louis, MO
  • 07/2015 → 06/2024
    Warner Pacific Insurance Services
    Westlake Village, CA
  • 08/2018 → 05/2021
    Pennsylvania State University - Student
    State College, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-20
  • S66 Uniform Combined State Law Examination
    2024-08-20
Other Names
  • Samuel Grinnan
  • Sam Grinnan

View on SEC IAPD

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