Jerry Grantham has been an investment adviser representative at Sound Financial Strategies Group since April 2017, and is not listed among the firm’s executive officers or direct owners.
Sound Financial Strategies Group, LLC is a Madison, MS firm with $218M under management, 593 clients and 4 advisers in one office, as of its March 2026 filing.
Jerry Grantham’s longest registration is the current one, 9 years at Sound Financial Strategies Group since 2017. Before joining Sound Financial Strategies Group in 2017, Jerry Grantham was registered through National Planning Corporation ("NPC of America" in FL & NY) and Financial Strategies Group Inc.
- – present · 9 yearsMadison, MS · Adviser representative · Firm CRD 286261
- National Planning Corporation ("NPC of America" in FL & NY)– · 8 yearsFlowood, MS · Adviser representative · Firm CRD 29604
- Financial Strategies Group Inc– · 6 yearsMadison, MS · Adviser representative · Firm CRD 108551
Investment adviser representative registrations
Jerry Grantham is registered as an investment adviser representative in Mississippi, since April 2017.
- MississippiSince 9 April 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 21 December 2009 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 November 2000 |
| Series 22 | Direct Participation Programs Representative Examination | 20 March 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 September 1983 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 5 November 1982 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Direct Participation Programs Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jerry Van Grantham
- CRD
- 1056637
- Firm
- Sound Financial Strategies Group · CRD 286261
- Office
- 116 ONE MADISON PLAZA, SUITE 1100, Madison, MS 39110
- Registration
- Investment adviser and broker registrations
- In the industry since
- January 1983
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jerry Grantham work?
Jerry Grantham is an investment adviser representative registered through Sound Financial Strategies Group, LLC since April 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jerry Grantham a financial advisor?
Yes. Jerry Grantham has a current investment-adviser registration in Mississippi, through Sound Financial Strategies Group since April 2017.
How many years of experience does Jerry Grantham have?
Jerry Grantham has 43 years in the financial industry, since January 1983, across 3 adviser firms.
What exams has Jerry Grantham passed?
Jerry Grantham has passed 5 licensing exams: the Series 6, Series 63, Series 22, Series 65 and Series 7. The earliest, the Series 6, was passed in November 1982. FINRA credited Jerry Grantham with the SIE, which began in October 2018.
Where did Jerry Grantham work before Sound Financial Strategies Group?
Before Sound Financial Strategies Group, Jerry Grantham was registered through National Planning Corporation ("NPC of America" in FL & NY), June 2008 to April 2017; Financial Strategies Group Inc, April 2002 to June 2008.
Where is Jerry Grantham based?
Jerry Grantham’s registered office is in Madison, MS.
Is Jerry Grantham registered with FINRA?
Yes. Jerry Grantham has a current broker registration, under CRD 1056637.
Source: FINRA BrokerCheck
How can I verify Jerry Grantham’s record?
Search CRD 1056637 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jerry Grantham’s full registration record.
