Jerry Grantham, financial advisor Flowood MS
93 score

Jerry Grantham

CRD Number: 1056637
Current Firm: National Planning Corporation ("npc Of America" In Fl & Ny)

Jerry Grantham (CRD# 1056637) is an Investment Advisor Representative working at National Planning Corporation ("npc Of America" In Fl & Ny) in Flowood, MS and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
National Planning Corporation Madison, MS Jun 2008 - Current 8
Fsgi Mortgage, Inc. Madison, MS Oct 2003 - Current 13
Financial Strategies Group, Inc. Madison, MS Jan 2001 - Current 15
Jerry Grantham Madison, MS Apr 1977 - Current 39
Securities America, Inc. Madison, MS Aug 2000 - Jun 2008 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1983
S65 NASAA Investment Advisors Law Examination Nov 2000
Contact Info for Jerry V. Grantham
Phone Number: 310-899-7900
Firm Website: https://www.natplan.com
Registered State(s):
  • AL
  • LA
  • MS
  • TX
  • FL
  • AR
By the Numbers
  • Total Assets Under Management
    7,811
    MILLIONS
  • Total Number of Accounts
    42,943
    ACCOUNTS
  • Average Account Value
    $181,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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