Jamie Grant
Jamie Grant is a registered investment advisor at Jdg Wealth Management Group, LLC, based in Arlington, TX, with 25 years of industry experience. Jamie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consulting services are billed at $350 per hour for a senior planner and $175 per hour for a planner.
- Clients can focus on a specific financial planning topic (module) for $50 per month, billed in advance or arrears.
Location
1701 East Lamar Suite 265, Arlington, TX, 76006
Get directionsHistory
Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Jamie is involved in several business activities, including non-variable insurance sales (life, disability, and LTC), real estate rentals, and farming. Jamie also works as a registered investment advisor and insurance agent, and dedicates a few hours per week to teaching and insurance agency work.
Employment History
Current Registrations
Jdg Wealth Management Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Jdg Wealth Management Group, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations16 states
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.