JG
CFP
JG
CFP

Joseph Nicholas Grabar

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
502 clients
Average Client Portfolio
$689K average
Assets Under Management
$346.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

3110 Edwards Mill Rd, Ste 200, Raleigh, NC, 27612

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Joseph is a member of JG3, LLC, operating as Fortress Insurance Services and Fortress Financial Services, an insurance agency selling life, health, and long-term care insurance, dedicating about 10-20% of his time. He also provides marketing services to the insurance industry as part owner of InsureSuperMom.com, Inc., spending minimal time, and is part owner of Fortress Tax Services, spending a few hours per week.

Employment History
Current Registrations
Fortress Private Ledger, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fortress Private Ledger, LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
LPL Financial LLCBroker
November 2011 - August 2018 · 6 yrs 9 mos
LPL Financial LLC
November 2011 - August 2018 · 6 yrs 9 mos
Northwestern Mutual Investment Services,llc
February 2006 - December 2011 · 5 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
September 1996 - December 2011 · 15 yrs 3 mos
Robert W. Baird & CO. IncorporatedBroker
September 1996 - January 2002 · 5 yrs 4 mos
State Registrations25 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.