Jamie Desean Grant

Employer firm

Jdg Wealth Management Group, LLC CRD 154915

92 advisory clients

Reported services (Item 5G)

• Financial planning

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → Present
  Lpl Financial Llc
  Fort Worth, TX
• 12/2009 → Present
  Jdg Wealth Management Group, Llc
  Fort Worth, TX

Previous Registrations

• 2011-01-06 → 2014-12-31
  Jdg Wealth Management Group, Llc
  Arlington, TX
  Arlington, TX
• 2000-05-31 → 2009-12-22
  Ameriprise Financial Services, Llc
  Fort Worth, TX
  Hurst, TX

Other Businesses

1. 12/17/2009 - NON-VARIABLE INSURANCE - SOLE PROPRIETORSHIP - LIFE, DISABILITY AND LTC. - INVESTMENT RELATED - ARLINGTON, TX. 2. 12/17/2009 - REAL ESTATE RENTAL - STREETMAN TX - RAW LAND. - SOLE PROPRIETORSHIP - INVESTMENT RELATED - 5% OF TIME - STREETMAN, TX. 3. 12/17/2009 - OTHER-FARM - BAR 7 FARM, LLC - SOLE PROPRIETORSHIP - FAMILY FARM - INVESTMENT RELATED - 5% OF TIME. 4. 1/26/2010 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - JDG WEALTH MANAGEMENT GROUP, LLC - INVESTMENT RELATED - ARLINGTON, TX. 5. 12/1/2010 - NON-VARIABLE INSURANCE - PETERSON INTERNATIONAL UNDERWRITERS - CORPORATION - APPOINTED INSURANCE AGENT THROUGH PETERSON INTERNATIONAL UNDERWRITERS. SPECIALTY DISABILITY AND INSURANCE. - INVESTMENT RELATED - TIME SPENT 3% - ARLINGTON, TX. 6. 5/23/2012 - REGISTERED INVESTMENT ADVISOR - JDG WEALTH MANAGEMENT GROUP, LLC - HOURLY AND FIXED. - INVESTMENT RELATED - TIME SPENT 40% - ARLINGTON, TX. 7. 3/26/2013 - REAL ESTATE RENTAL - BALAYO REAL ESTATE INVESTMENT, LLC - 4 PROPERTIES CONDOS, NO CLIENTS ARE RENTERS. - INVESTMENT RELATED - 10% OF TIME SPENT - SEATTLE, WA. 8. 6/8/2015 - BENEFITMALL - INVESTMENT RELATED - 4851 LBJ FREEWAY, SUITE 100, DALLAS, TX, 75244 - NON-VARIABLE INSURANCE - STARTED 05/28/15 - 2 HOURS PER MONTH/0 DURING SECURITIES TRADING. 9. 4/21/2017 - No Business Name - Investment Related - 3738 Simpson Stuart Road, Dallas TX. 75241 - Other-Teaching - Adjunct Professor - Start 01/01/2018 - 4 Hours Per Month/0 Hours During Securities Trading - Paul Quinn College. 10. 4/21/2107 - Grant Farm - Not Investment Related - CR 141 Streetman, TX 75859 - Other-Farm - Started 03/20/2017 - 20 Hours Per Month/0 Hours During Securities Trading. 11. 7/14/2020 - JLG Insurance Agency Series LLC - Investment Related - At Reported Business Location(s) - Insurance Agency - Started 06/29/2020 - 10 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2000-05-30