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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Grace is a financial advisor at &partners, an investment firm headquartered in Nashville, Tennessee. James has been in the financial services industry since 1999 and holds Series 63, 66, and 7 securities licenses, as well as the SIE exam. James specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans. James is registered to provide investment advice in 38 states, including Alabama, California, Florida, Michigan, Missouri, and Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
MO
08/02/2024 - Present
&partners (Clayton MO)
MI
03/15/2019 - 08/13/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (JACKSON MI)
MI
01/01/2008 - 03/15/2019
WELLS FARGO CLEARING SERVICES, LLC (JACKSON MI)
MI
07/21/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JACKSON MI)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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