Raymond James Financial Services Advisors
42yrs
Top 2% by experience in Mississippi
43yrs
Jerry Van Grantham
Financial advisor at Sound Financial Strategies Group
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience in Madison
Office116 One Madison Plaza Suite 1100, Madison, MS 39110
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Sound Financial Strategies Group
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Uniform Investment Adviser Law Examination
Career
- 2023 – nowSound Financial Strategies Group, LLCCurrent firm
- 2008 – 2017National Planning CorporationPreviously
- 2002 – 2008Financial Strategies Group Inc.Previously
Questions to ask Jerry
Tailored to Jerry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Jerry
How do I contact Jerry?
Call Sound Financial Strategies Group at 601-856-3825 and ask for Jerry Van Grantham. Jerry works from the Madison, MS office.
How long has Jerry been a financial advisor?
Jerry has been in the industry since 1983, about 43 years. Top advisor by experience in Madison.
What licenses does Jerry hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Jerry a fiduciary?
Jerry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jerry paid?
Sound Financial Strategies Group reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Jerry for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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