Jack Wilmer, CFP^®

Jack studied economics at the University of Colorado, where he also worked as a tutor in the economics department during his undergraduate years. Before joining Grimes & Company, he spent nearly a decade at Fidelity Investments, serving as both a lead advisor and product specialist. His experience across financial planning and investment solutions gives him a well-rounded perspective when helping clients navigate their financial lives.

Outside of work, Jack enjoys staying active through competitive pickleball and exploring the outdoors. He also makes time for hiking trips throughout the Rocky Mountains.

Please Note: Limitations. Neither the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Grimes is engaged, or continues to be engaged, to provide investment advisory services.

Please Note: Limitations. The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Grimes does not serve as an attorney, accountant, or insurance agent. Grimes does not prepare legal documents or tax returns, nor does it sell insurance products. Firm Representatives may, however, separately provide insurance products and services through our affiliate, Grimes Wealth Protection Group, LLC. If the client desires, one of Grimes’ representatives, acting in their capacity as a representative of Grimes Wealth Protection Group, LLC or in their separate licensed individual capacities, can be engaged to provide insurance sales/services as described on Grimes’ written disclosure Brochure (a copy of which is linked to this website) per the terms and conditions of a separate engagement and fee.