John Grande
John Grande is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oakhurst, NJ, with 29 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 Rd, Bldg. B, Suite 7, Oakhurst, NJ, 07755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John is an officer (Vice President) and owner of Grande Financial Services, Inc., where he performs supervisory functions. He dedicates minimal time to this role.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Vestax Securities CorporationBroker
Raymond James Financial Services, INC.Broker
State Registrations26 states
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