John Grande (CRD# 2723705) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Oakhurst, NJ and has over 27 years of experience in the finance industry. John Grande has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2083423
Main Street Financial Solutions, LLC
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Prudential Financial Planning Services
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Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Oakhurst, NJ | Apr 2021 - Current | 3 |
| Raymond James Financial Services Advisors, Inc. | Oakhurst, NJ | Apr 2021 - Current | 3 |
| Grande Finanial Services, Inc. | Oakhurst, NJ | Apr 1995 - Current | 29 |
| Cetera Advisor Networks LLC | Oakhurst, NJ | Sep 2019 - Apr 2021 | 1 |
| Summit Financial Group Inc. | Oakhurst, NJ | Jun 2019 - Apr 2021 | 1 |
| Summit Brokerage Services | Oakhurst, NJ | Jun 2019 - Sep 2019 | < 1 |
| Wells Fargo Advisors Financial Network, LLC | Oakhurst, NJ | Jun 2012 - Jun 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1996 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- NJ
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Other
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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