Advisor at Obsidian Wisdom
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Undre Griggs is a financial advisor at Obsidian Wisdom with five years of industry experience. He holds a Series 65 designation and has prior experience at NYLIFE Securities LLC and New York Life Insurance Co. In addition to his advisory work, Griggs is an economics teacher at Fleming Island High School. Obsidian Wisdom serves individual and business clients by providing customized financial planning, investment consultation, and portfolio management. The firm employs a primarily passive investment approach with diversification, low costs, and tax efficiency, while also offering active strategies and portfolio management for institutional clients.
Based on Obsidian Wisdom
Based on Obsidian Wisdom
Financial planning retainer fees ranging from $2,500 to $7,500 per year, paid quarterly in advance
$0 - $499,999: 0.95% $500,000 - $999,999: 0.80% $1,000,000 - $2,999,999: 0.65% $3,000,000 - $4,999,999: 0.55% $5,000,000+: 0.50%
$250 per hour for financial planning, billed in five-minute increments
Fee-only: Financial planning hourly fee of $250 per hour; fixed retainer fees from $2,500 to $7,500 per year
Fleming Island, FL
Florida
Clay County District Schools
2021 - Present (5 years)
Obsidian Wisdom LLC
2020 - Present (6 years)
NYLIFE Securities LLC
2019 - 2020 (1 year)
New York Life Insurance Co.
2018 - 2020 (2 years)
Forecast Hope LLC
2018 - Present (8 years)
Faulkner University
2016 - 2018 (2 years)
One Call Care Management
2014 - 2018 (4 years)
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Insurance agent
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
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Other specialized services
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Verified by Warmer
Series 66, Series 7
St. Johns, FL
FIFTH THIRD SECURITIES, Inc.
As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.
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