Daschel Elias Grammer

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:

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

Current Employers

Employment History

• 09/2018 → 05/2019
  American Century Investment Services, Inc.
  Kansas City, MO
• 06/2018 → 08/2018
  American Century Investments Services, Inc.
  Kansas City, MO
• 08/2017 → 12/2017
  Upper Crust
  Lawrence, KS
• 06/2017 → 08/2017
  Lawrence Country Club
  Lawrence, KS
• 10/2016 → 04/2017
  Gamma Phi Beta Sorority
  Lawrence, KS
• 08/2014 → 06/2018
  University Of Kansas
  Lawrence, KS
• 05/2019 → 05/2023
  Securian Financial Services Inc
  St Paul, MN
• 05/2023 → Present
  Raymond James Financial Services, Inc.
  San Ramon, CA
• 05/2023 → Present
  Raymond James Financial Services Advisors, Inc
  San Ramon, CA
• 06/2023 → Present
  Summit Financial Group
  San Ramon, CA

Previous Registrations

• 2019-07-18 → 2023-05-31
  Securian Financial Services, Inc.
  San Ramon, CA

Other Businesses

(1)Name of Business: Summit Financial Group Address: 2000 Crow Canyon Pl Ste 450, San Ramon, CA, 94583-1384, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 06/01/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: Financial Advisor at Summit, brokered through Raymond James

Exams

• S66 Uniform Combined State Law Examination
  2019-07-13
• S63 Uniform Securities Agent State Law Examination
  2018-12-10

Designations

• Certified Financial Planner

Other Names

• Dash Elias Grammer