AdFi
JG

James Grace

Investment Adviser Representative at &PARTNERS

Jackson, MICRD #1883502Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
35 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 35 states
ArizonaArkansasCaliforniaColoradoFloridaGeorgiaIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMarylandMichiganMinnesotaMissouriMontanaNebraskaNevadaNew JerseyNew MexicoNew YorkNorth CarolinaOhioOklahomaOregonPennsylvaniaSouth CarolinaTexasUtahVirginiaWashingtonWisconsinWyoming
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/25/2010
Series 63
Uniform Securities Agent State Law Examination
Passed 7/28/1999
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 7/20/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

&Partners Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

&PARTNERSCurrent
8/2/2024Jackson, MI
WELLS FARGO ADVISORS
3/15/20198/13/2024Jackson, MI
WELLS FARGO CLEARING SERVICES, LLC
10/29/20103/15/2019Jackson, MI

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at &PARTNERS

Showing 12 of 495 in the directory

View &PARTNERS firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. James Grace has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

James Grace - Financial Advisor in Jackson, MI | AdvisorFinder