James Grenn (CRD# 6746624) is an Investment Advisor Representative working at Sagespring Wealth Partners in Brentwood, TN and has over 5 years of experience in the finance industry.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sagespring Wealth Partners | Brentwood, TN | Nov 2022 - Current | 1 |
| Southwestern Investment Advisory Services, Inc. | Brentwood, MS | Dec 2020 - Current | 3 |
| Barnes Wealth Team | Brentwood, TN | Dec 2020 - Current | 3 |
| Raymond James Financial Services, Inc. | Hattiesburg, MS | Jun 2017 - Current | 6 |
| Southwestern Investment Advisory Services | Brentwood, TN | Feb 2021 - Nov 2022 | 1 |
| Southwestern Investment Group | Brentwood, TN | Feb 2021 - Nov 2022 | 1 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- TN
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Total Assets Under Management5,503MILLIONS
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Total Number of Accounts28,921ACCOUNTS
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Average Account Value$190,272
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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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