Jeffrey Ryan Griswold

Tru Independence Asset Management 2, LLC

21 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment Management

Tru Independence Asset Management 2, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

264 clients

Average Client Portfolio

$822K average

Assets Under Management

$217.1M

Fee Structure

Minimum Investment:None

Financial Planning:Investment management only

Location

15350 SW Sequoia Parkway,, Suite 250, Portland, OR, 97224

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History

Regulatory History (1)

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Regulatory

November 2023

Final

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Employment History

Current Registrations

Tru Independence Asset Management 2, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Merit Wealth Management, LLC

November 2008 - May 2024 · 15 yrs 6 mos

Green Wealth Management, LLC

March 2006 - January 2009 · 2 yrs 10 mos

Salem Asset Management, LLC

January 2005 - December 2005 · 11 mos

Kms Financial Services, INC

October 2004 - December 2004 · 2 mos

Kms Financial Services, INC.Broker

June 2004 - December 2004 · 6 mos

Nylife Securities INC.Broker

December 2003 - April 2004 · 4 mos

Waddell & Reed, INC.Broker

August 2003 - October 2003 · 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.