Structured Process
We tailor financial plans to your needs, ensuring a secure future. With expertise from understanding to ongoing management, we guide you every step of the way.
About Us
I am a dynamic financial advisor.
Jon Grote, a financial advisor in Antioch, TN, has 27 years of industry experience. He is part of Principal Securities, Inc. and has worked with Principal Funds Distributor and Morgan Stanley DW Inc. Jon holds Series 7, 63, 65, 66, and SIE licenses, certifying him as a securities agent and investment advisor representative in 24 states.
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Client Satisfied
I have served over 1,000 clients for over two decades as a top licensed broker with global recognition in Asia and Europe.
Years
Experience
Jon is dedicated to providing the tools for financial well-being to individuals of all ages and backgrounds. His mission is to teach you how to make informed financial decisions.
Jon Grote - Exceptional skills in trading stocks, cryptocurrencies, commodities, and indices
Become Success In Your Own Adventure
it's crucial for everyone to engage in and become 100% accountable for their financial well-being.
Analytical Insights
We leverage decades of collective experience to craft innovative financial strategies tailored to your lifestyle and goals. Our personalized approach ensures investments align with your risk tolerance, advocating for your long-term success.
Personalized Guidance
Helping people is our top priority. We leverage our financial wisdom and experience to provide personalized guidance and advice that suits your life, ensuring you understand your money and make informed decisions.
SKILLS
Get better acquainted with us and how we can help you
YEARS
Years of experience
STATES
Licensed to practice
CLIENTS
HAPPY CLIENTS ALL OVER AMERICA
Awards
Recognized Broker
SERVICES
INVESTMENT ADVISORY SERVICES
WHAT WE DO
Building Wealth, One Step at a Time
Wealth Coach
We harness the strength of our multi-disciplinary teams to craft the perfect solutions. Diverse range of work for our esteemed clients worldwide is our main target.
Empowering You Through Intelligent Investing
Personal portfolio management
Effective portfolio management helps individuals achieve financial security and growth by aligning investments with personal financial goals and risk tolerance
Intelligent Investing Empowered
Investment portfolio management
Effective portfolio management for investment companies involves a strategic and dynamic approach to optimize returns, manage risks, and meet client expectations.
Building Financial Confidence for Retirement
Pension Consulting
I give professional advice to plan for retirement and manage your pension funds effectively
Intelligent Investing Empowered
Workshop
Educational seminars and workshops are structured learning sessions designed to enhance knowledge and skills in specific areas.
Corporate Portfolio Management
Effective portfolio management for a corporate institution requires a disciplined approach, combining strategic planning, robust risk management, and continuous performance evaluation. By adhering to these principles, corporate institutions can achieve their financial objectives while managing risk and adapting to market dynamics.
Process
How It Works
Typical steps that a financial advisor when addressing a client.
01
Initial Consultation and Relationship Building
We understand the client’s financial goals, risk tolerance, and preferences through open-ended questions.
02
Data Gathering
we gather detailed information about the client’s income, expenses, assets, liabilities, and existing investments and asses the risk tolerance.
03
Financial Analysis and Strategy Development
We define clear financial goals and develop a tailored investment strategy that includes asset allocation and diversification.
04
Plan and Implementation
Implement the agreed-upon investment strategy, including the purchase or reallocation of assets.
Navigating Markets with Expertise
Building strong client relationships through understanding and strategy.
Michael Eckold Bradford
Jon Grote is recognized as one of the top financial advisors in the US, earning this status through his honesty, hard work, and approachable demeanor. He offers practical and reliable advice without being pushy, carefully considering your current cash flow and providing realistic investment timelines. His consistently sound guidance has helped grow my portfolio to seven figures in just a few months.
Viktor Zhizduk
Jon Grote’s knowledge and experience in the financial planning sector is second to none. He is a joy to work with because He takes time to listen for understanding and provide tailored solutions to her clients' specific requirements
Rosalina D. WIlliam
Jon Grote manages my personal digital assets and business wealth with exceptional skill and care. He is not only a true listener but also provides the best advice tailored to my needs. I highly recommend getting in touch with Jon—you'll be glad you did!
Experience History
PRINCIPAL SECURITIES, INC.
PRINCIPAL FUNDS DISTRIBUTOR, INC
MORGAN STANLEY DW INC.
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