James Grenn, financial advisor Brentwood TN

James Grenn

CRD Number: 6746624
Current Firm: Southwestern Investment Advisory Services, Inc.

James Grenn (CRD# 6746624) is an Investment Advisor Representative working at Southwestern Investment Advisory Services, Inc. in Brentwood, TN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Southwestern Investment Advisory Services, Inc. Brentwood, MS Dec 2020 - Current 1
Raymond James Financial Services, Inc. Hattiesburg, MS Jun 2017 - Current 4
Raymond James Financial Services Advisors Inc. Brentwood, MS May 2018 - Feb 2021 2
Raymond James Financial Services, Inc. Hattiesburg, MS Jan 2017 - Jun 2017 < 1
The University Of Souther Mississippi Hattiesburg, MS Aug 2013 - May 2017 3
The University Of Southern Mississippi Hattiesburg, MS Sep 2016 - Dec 2016 < 1
Hattiesburg Publishing Hattiesburg, MS Jan 2014 - Sep 2015 1
Which Wich Hattiesburg, MS Jul 2013 - Dec 2013 < 1
Presbyterian Christion School Hattiesburg, MS Aug 2009 - May 2013 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2018
Contact Info for James D. Grenn
Phone Number: 615-861-6100
Registered State(s):
  • TN
By the Numbers
  • Total Assets Under Management
    3,742
    MILLIONS
  • Total Number of Accounts
    20,932
    ACCOUNTS
  • Average Account Value
    $178,761
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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