John Grande
John Grande is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oakhurst, NJ, with 43 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
257 Monmouth Road, Bldg. B, Suite 7, Oakhurst, NJ, 07755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is an owner of Grande Financial Services, Inc., operating under a "doing business as" arrangement. He dedicates minimal time to this support company, and it is not investment-related.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Raymond James Financial Services Advisors, INC
Grande Financial Services, INC.
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Raymond James & Associates, INC.Broker
Comark Securities, INC.Broker
State Registrations25 states
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