Adviser and broker representative · Forum Financial Management, LP
Jack S. Grzenia
CRD 6516471 · Lombard, IL
At a glance
Jack S. Grzenia is an investment adviser representative with Forum Financial Management, LP in Lombard, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jack’s SEC record dates to 2021, about 5 years ago. Jack is also registered as a broker representative.
Current advisory firm
- Forum Financial Management, LPSince July 2021Lombard, IL · $8.7B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 65, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Jack’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Forum Financial Management, LP
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- Luke B. AdamLombard · Certified Financial Planner
- Nirav R. BataviaLombard · Chartered Financial Analyst
- Kevin M. BensonLombard · Personal Financial Specialist
- Jeffrey J. BogdanovichLombard · Personal Financial Specialist
- Jeffrey A. BorensteinLombard
- Zachary Z. BoydLombard · Personal Financial Specialist
- Mark D. BulmerLombard · Certified Financial Planner, Personal Financial Specialist
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