Jim Granger (CRD# 7452105) is an Investment Advisor Representative working at Zega Financial, LLC in Palm Beach Gardens, FL and has 1 year of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 5575170
Edward Jones
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Zega Financial, LLC | West Palm Beach, FL | May 2018 - Current | 6 |
| Cfo Advisory Group | Omaha, NE | Nov 2017 - Apr 2018 | < 1 |
| Celerion, Inc. | Lincoln, NE | Jun 2017 - Oct 2017 | < 1 |
| Unemployed | Omaha, NE | Jan 2017 - May 2017 | < 1 |
| Cfo Advisory Group | Omaha, NE | Jan 2017 - May 2017 | < 1 |
| Cornhusker Energy Lexington Holdings, LLC | Omaha, NE | Aug 2006 - Dec 2016 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2022 |
- NE
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Total Assets Under Management2,610MILLIONS
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Total Number of Accounts1,781ACCOUNTS
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Average Account Value$1,465,370
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, SC, TN, TX, UT, VA, WA, WI
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