Unclaimed Profile

Jim Granger

ZEGA INVESTMENTS·PALM BEACH GARDENS, Florida

Series 65Clean record3 years registeredZEGA INVESTMENTS

3801 PGA BOULEVARD, PALM BEACH GARDENS, FL 33410CRD# 7452105Firm CRD# 330428

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jim Granger · PALM BEACH GARDENS, FL

Registration

CRD #7452105 · ZEGA INVESTMENTS · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ZEGA INVESTMENTS

ZEGA FINANCIAL, LLC

Oct 2022 – Sep 2024

OMAHA, NE

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 4, 2022

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ZEGA INVESTMENTS

CRD 330428 · SEC 801-130244

AUM

$508M

Regulatory assets under management

Employees

1,678 client accounts

Services offered by ZEGA INVESTMENTS

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ZEGA INVESTMENTS →

Introduction

Speak with Jim

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jim is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Jim Granger offer?

Jim Granger specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Jim Granger's credentials?

Jim Granger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jim Granger located?

Jim Granger is based in PALM BEACH GARDENS, Florida, last registered with ZEGA INVESTMENTS.

How does Jim Granger charge for services?

Jim Granger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ZEGA INVESTMENTS?

ZEGA INVESTMENTS has approximately 10 employees and manages $508M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →