JG
JG
James Grandinetti
25 Years of Experience
San Diego, CA
Broker
James Grandinetti is a registered investment advisor at Cetera Investment Advisers LLC, based in San Diego, CA, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location
655 W Broadway 12th Fl, San Diego, CA, 92101
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
April 2023 - Present · 3 yrs 1 mo
Cetera Advisors LLCBroker
April 2023 - Present · 3 yrs 1 mo
Cetera Financial Specialists LLCBroker
April 2023 - Present · 3 yrs 1 mo
Cetera Wealth Services, LLCBroker
April 2023 - Present · 3 yrs 1 mo
Cetera Investment Services LLCBroker
April 2023 - Present · 3 yrs 1 mo
Previous Registrations
Cetera Advisor Networks LLC
January 2023 - June 2023 · 5 mos
Gurtin Municipal Bond Management
November 2008 - April 2022 · 13 yrs 5 mos
Morgan Stanley & CO. IncorporatedBroker
October 2004 - June 2008 · 3 yrs 8 mos
Morgan Stanley Dw INC.Broker
October 2004 - April 2007 · 2 yrs 6 mos
Advantage Capital CorporationBroker
September 2001 - December 2004 · 3 yrs 3 mos
Fsc Securities CorporationBroker
September 2001 - October 2004 · 3 yrs 1 mo
Royal Alliance Associates, INC.Broker
March 2001 - October 2004 · 3 yrs 7 mos
Nori, Hennion, Walsh, INC.Broker
August 1999 - February 2001 · 1 yr 6 mos
State Registrations1 state
CA
Advisor
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.
Exams
No exam information available for this advisor.