Jeffrey Ryan Griswold
Investment Adviser Representative at TRU Independence Asset Management 2, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jeffrey Ryan Griswold is an investment adviser representative with TRU Independence Asset Management 2, LLC in Franklin, TN, where they have been registered since 2024. They have worked in the securities industry since 2004 and have been registered with 5 firms, including Merit Wealth Management, LLC and Green Wealth Management, LLC. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Tennessee.
Registrations & licenses
- Investment adviser:
- Tennessee
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Merit Wealth Management, LLCSep 2008 – May 2024Bend, OR
- Merit RISK Management, LLCFeb 2009 – Dec 2017Bend, OR
- TRU Independence Asset Management 2, LLC DBA Merit Wealth MGMTMay 2024 – no end date reportedPortland, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TRU Independence Asset Management 2, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Under $100M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Portland, OR
- SEC file number:
- 801-118810
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 13, 2026
View full firm profileOther advisors at TRU Independence Asset Management 2, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jeffrey Ryan Griswold has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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