Unclaimed Profile

Jason Lowell Grindle

QUAD CITY INVESTMENT ADVISORS, LLC·MOLINE, Illinois

SIE, Series 7, Series 65, Series 66Clean record19 years registeredQUAD CITY INVESTMENT ADVISORS, LLC

3551 7TH STREET, MOLINE, IL 61265CRD# 4542728Firm CRD# 112187

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Lowell Grindle · MOLINE, IL

Registration

CRD #4542728 · QUAD CITY INVESTMENT ADVISORS, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: QUAD CITY INVESTMENT ADVISORS, LLC

LPL FINANCIAL LLC

Jan 2020 – Mar 2023

SAGINAW, MI

AMERIPRISE FINANCIAL SERVICES, INC.

May 2012 – Jul 2019

GRAND BLANC, MI

OPPENHEIMER & CO. INC.

Jan 2007 – Jun 2012

GRAND BLANC, MI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · January 8, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

QUAD CITY INVESTMENT ADVISORS, LLC

CRD 112187 · SEC 801-60227

AUM

$245M

Regulatory assets under management

Employees

738 client accounts

Services offered by QUAD CITY INVESTMENT ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at QUAD CITY INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Lowell Grindle offer?

Jason Lowell Grindle specializes in Investment Management, Fee-Only Advisory.

What are Jason Lowell Grindle's credentials?

Jason Lowell Grindle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Lowell Grindle located?

Jason Lowell Grindle is based in MOLINE, Illinois, last registered with QUAD CITY INVESTMENT ADVISORS, LLC.

How does Jason Lowell Grindle charge for services?

Jason Lowell Grindle's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is QUAD CITY INVESTMENT ADVISORS, LLC?

QUAD CITY INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $245M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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