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Jamie Grant

Jdg Wealth Management Group, LLC
26 Years of Experience
Arlington, TX
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Jamie Grant is a registered investment advisor at Jdg Wealth Management Group, LLC, based in Arlington, TX, with 26 years of industry experience. Jamie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.

Jdg Wealth Management Group, LLC
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

JDG Wealth Management Group offers ongoing financial planning and consulting services on an hourly or fixed-fee basis, tailored to the client's financial and tax status, risk profile, and goals.

  • Hourly planning and consulting — $350 per hour for services performed by a senior planner, or $175 per hour for services performed by a planner
  • Financial planning module (topic) — $50 per module, billable monthly in advance or arrears
  • Project-based planning — Custom fixed-fee quotes provided after estimating how long the plan or project will take
One-Time Plan:From $50
Hourly Rate:$175 - $350/hr
View Full SEC Brochure

Location

1701 East Lamar Suite 265, Arlington, TX, 76006

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2012
Settled
View Full SEC ReportHow to Read Disclosures
Other 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
January 2015 - Present · 11 yrs 9 mos
LPL Financial LLC
December 2009 - Present · 16 yrs 10 mos
LPL Financial LLCBroker
December 2009 - Present · 16 yrs 10 mos
Previous Registrations
Jdg Wealth Management Group, LLC
January 2011 - December 2014 · 3 yrs 11 mos
Ameriprise Financial Services, INC.
May 2000 - December 2009 · 9 yrs 7 mos
Ameriprise Financial Services, INC.Broker
April 2000 - December 2009 · 9 yrs 8 mos
Ids Life Insurance CompanyBroker
April 2000 - July 2006 · 6 yrs 3 mos
State Registrations16 states
CAFLGALAMDMIMOMSNHNVOHOKTXVAWAWI
AdvisorBrokerBoth

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.
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