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James Thomas Grasee

Edward Jones

Green Bay, WI

CRD 4521428

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Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-03-06
WI RA APPROVED 2002-09-04
  • TX RA
    APPROVED_RES
    Since 2019-03-06
  • WI RA
    APPROVED
    Since 2002-09-04

Branch Locations

3210 Kewaunee Rd Ste B, Green Bay, WI 54311 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 08/2002 Present
Other Businesses

Poppy Seed Properties, LLC Type of business: Real estate holding DePere, WI Start date: 6/5/2025 Owner Hours per week: 0 Hours during trading: 0 Non at this time

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2002-09-03
  • S63 Uniform Securities Agent State Law Examination
    2002-09-03
Other Names
  • James Thomas Grasee

View on SEC IAPD

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