John Grubbs has been Managing Member/Chief Compliance Officer of Meridian Wealth Management since November 2016, is a control person of the firm and directly owns between 50% and 75% of it. John Grubbs holds a BA in Business Management from Northwest University.
Meridian Wealth Management, LLC is a firm with $118M under management, 71 clients and 4 advisers across 2 offices, as of its February 2026 filing.
John Grubbs is Managing Partner & Financial Consultant of Meridian Wealth Management. Before founding the firm, he spent nearly fifteen years at financial services firms, starting his career with American Express Financial Advisors and then moving to Charles Schwab as a Vice President and Financial Consultant. In 2012, he became Senior Director of Investments at Oppenheimer & Co. Inc.
John Grubbs’ longest registration is the current one, 9 years at Meridian Wealth Management since 2016. Before joining Meridian Wealth Management in 2016, John Grubbs was registered through Columbia River Advisors and Oppenheimer & Co. Inc.
- Meridian Wealth ManagementCurrent– present · 9 yearsSalem, OR · Adviser representative · Firm CRD 285853
- Columbia River Advisors– · 3 yearsTacoma, WA · Adviser representative · Firm CRD 154571
- Oppenheimer & Co. Inc.– · 1 yearBellevue, WA · Adviser representative · Firm CRD 249
- Charles Schwab & Co., Inc.– · 8 yearsBellevue, WA · Adviser representative · Firm CRD 5393
- American Express Financial Advisors, Inc.– · under a yearSeattle, WA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Meridian Wealth Management
- Chartered Alternative Investment Analyst (CAIA®)
- Accredited Asset Management Specialist (AAMS®)
Investment adviser representative registrations
John Grubbs is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from December 2016; the most recent is Texas, in April 2025.
- OregonSince 23 December 2016
- TexasResidentSince 3 April 2025
- WashingtonSince 23 December 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 30 January 2003 |
| Series 7 | General Securities Representative Examination | 17 January 2003 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- John Stephen Grubbs
- CRD
- 4119665
- Firm
- Meridian Wealth Management · CRD 285853
- Role
- Managing Member/Chief Compliance Officer
- Office
- Salem, OR
- Registration
- Investment adviser registration
- In the industry since
- February 2003
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- meridianwealthmgmt.com
Where does John Grubbs work?
John Grubbs has been Managing Member/Chief Compliance Officer of Meridian Wealth Management, LLC since November 2016, and is a control person of the firm.
Is John Grubbs a financial advisor?
Yes. John Grubbs has a current investment-adviser registration in Oregon, Texas and Washington, through Meridian Wealth Management since December 2016.
How many years of experience does John Grubbs have?
John Grubbs has 23 years in the financial industry, since February 2003, across 5 adviser firms.
What exams has John Grubbs passed?
John Grubbs has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in January 2003.
Where did John Grubbs work before Meridian Wealth Management?
Before Meridian Wealth Management, John Grubbs was registered through Oppenheimer & Co. Inc., January 2012 to July 2013; Charles Schwab & Co., Inc., July 2003 to January 2012; American Express Financial Advisors, Inc., February 2003 to July 2003.
Where is John Grubbs based?
John Grubbs’ registered office is in Salem, OR.
Is John Grubbs registered with FINRA?
No. John Grubbs has no current broker registration.
How can I verify John Grubbs’ record?
Search CRD 4119665 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Grubbs’ full registration record.