James Grenon is a registered investment advisor, based in Westborough, MA, with 33 years of industry experience.
Location
One Technology Drive, Suite 100, Westborough, MA, 01581
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
James is a fixed insurance sales agent, dedicating minimal time to this activity. He is also an Investment Advisor Representative (IAR) with Grimes & Company Inc, spending full-time hours on this role, and a member of GGC&W, LLC for internal accounting of fixed insurance commissions with no current duties. James also serves on the board of directors for BankHometown and Worcester Regional Research Bureau.
Employment History
Current Registrations
The Leaders Group, INC.
The Leaders Group, INC.Broker
Grimes & Company
Previous Registrations
Newedge Securities, LLCBroker
Securities Service Network, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
F.N. Wolf & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.