Jim
Granger
Zega Financial, LLC
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About this Advisor
Jim Granger is a financial advisor who works out of Palm Beach Gardens, Florida with a total of 1 year of relevant experience. Granger is an employee of Zega Financial, LLC. Throughout their career, they have worked at Zega Financial, LLC, Celerion, Inc, Cornhusker Energy Lexington Holdings, LLC and Cfo Advisory Group. Granger holds a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in Nebraska. Zega Financial, LLC is a firm based out of Palm Beach Gardens, FL. The firm has a total of nine employees. It administers $513 million in total assets between its 270 accounts, placing it among the larger investment advisory firms in the country by assets under management. Of its 270 accounts, 55% are held by high-net-worth clients who have at least $1 million in investable assets. The business offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. A financial advisor's fees largely vary depending on which services are offered. However, fee types charged by Zega Financial, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Zega Financial, LLC Brokerage Details
$513,397,123
9
270
$1,901,471
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Jim Granger Work History
Jim has been registered as a financial advisor for 1 years.*
Zega Financial, LLC
Celerion, Inc
Cfo Advisory Group
Cfo Advisory Group
Cornhusker Energy Lexington Holdings, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jim Granger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Zega Financial, LLC
Scottsdale, AZ
Palm Beach Gardens, FL
Omaha, NE
Palm Beach Gardens, FL
Palm Beach Gardens, FL
Palm Beach Gardens, FL
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