JG
JG

Jay Michael Gragnani

13 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
815 clients
Average Client Portfolio
$927K average
Assets Under Management
$755.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Minimum Annual Fee:$1,250
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Location

3300 W Leigh Street, Richmond, VA, 23230

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History

Regulatory History (1)
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Criminal
October 2003
Final Disposition
Employment History
Current Registrations
Dorsey, Wright & Associates, LLC
September 2022 - Present · 3 yrs 5 mos
Nasdaq Capital Markets Advisory LLC
September 2022 - Present · 3 yrs 5 mos
Nasdaq Capital Markets Advisory LLCBroker
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Foreside Fund Services, LLCBroker
May 2022 - September 2022 · 4 mos
Nasdaq Capital Markets Advisory LLCBroker
August 2021 - April 2022 · 8 mos
Dorsey, Wright & Associates, LLC
April 2012 - April 2022 · 10 yrs
State Registrations1 state
VA
Advisor
Exams
No exam information available for this advisor.