TrueAdvisor
TrueAdvisor
JG
JG

Jay Grandfield

Zenith Advisory Group, LLC
26 Years of Experience
Centerville, OH
Sells Insurance
View SEC Summary
View SEC Summary

Jay Grandfield is a registered investment advisor at Zenith Advisory Group, LLC, based in Centerville, OH, with 26 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 139 clients with $65M in assets under management.

Zenith Advisory Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
139 clients
Average Client Portfolio
$470K average
Assets Under Management
$65.3M

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fees range from 0.50% to 1.75% depending on portfolio size and services. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

10554 Success Lane, Suite G, Centerville, OH, 45458

Get directions

History

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 →
Other Business ActivitiesSells Insurance

Jay owns multiple real estate related businesses and LLCs, dedicating minimal time to each. Jay is also an independent insurance agent selling life insurance since 1999, spending minimal time taking applications and servicing clients.

Employment History
Current Registrations
Zenith Advisory Group, LLC
April 2017 - Present · 9 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
August 2008 - March 2017 · 8 yrs 7 mos
Ameriprise Financial Services, INC.Broker
August 2008 - March 2017 · 8 yrs 7 mos
J. P. Morgan Securities INC.
October 2006 - August 2008 · 1 yr 10 mos
J.P. Morgan Securities INC.Broker
October 2006 - August 2008 · 1 yr 10 mos
Ameriprise Financial Services, INC.
July 2002 - October 2006 · 4 yrs 3 mos
Ameriprise Financial Services, INC.Broker
October 1999 - October 2006 · 7 yrs
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
State Registrations5 states
FLIAMOOHTX
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.
More Advisors
More financial advisors in Centerville, OH →All financial advisors in Ohio →