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James Patrick Granich

Raymond James Financial Services Advisors, Inc

Lutz, FL

CRD 5396392

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Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Raymond James Financial Services Advisors, Inc

880 Carillon Parkway, Saint Petersburg, FL 33716 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
TX RA APPROVED 2021-06-17
  • FL RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2021-06-17

Branch Locations

17878 Us Highway 41, Lutz, FL 33549 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Lutz FL 11/2015 Present
  • 11/2015 → Present
    Raymond James Financial Services, Inc.
    Lutz, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-19
  • S66 Uniform Combined State Law Examination
    2021-04-19
Other Names
  • Jim Granich

View on SEC IAPD

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