Unclaimed
Grace Buchanan is a registered representative with J.p. Morgan Securities LLC. Grace is licensed in Texas and Washington. Grace has been in the industry since 2014. Grace is a graduate of Gonzaga University. Grace has experience in various sectors including financial services and consulting. Grace's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting. Grace's previous employers include Gonzaga University, West Monroe, Tumbleweed, and Thesis.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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WA
09/30/2024 - Present
J.p. Morgan Securities LLC (Seattle WA)
Active
Inactive
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