Vice President, Financial Advisor @ DA Davidson and Co. (November 2013 - December 2024)
Financial Adv @ Crowell, Weedon & Co. a division of D.A. Davidson & Co. (August 2010 - November 2013)
2nd Vice President- Investments @ Smith Barney (January 2004 - January 2010)
Jeff Grange Education
University of California, Santa Barbara 1991-1996
South High School 1987-1991
Jeff Grange Skills
Mutual Funds
Retirement Planning
Finance
Wealth Management
Securities
Alternative Investments
Estate Planning
Series 63
Portfolio Management
Investment Strategies
Real Estate
Investments
Banking
Asset Management
Asset Allocation
Loans
Series 7
Jeff Grange Summary
Jeff Grange, based in Santa Barbara, CA, US, is currently a Vice President, Financial Advisor at Grange Wealth Management of LPL Financial. Jeff Grange brings experience from previous roles at DA Davidson and Co., Crowell, Weedon & Co. a division of D.A. Davidson & Co. and Smith Barney. Jeff Grange holds a 1991 - 1996 University of California, Santa Barbara. With a robust skill set that includes Mutual Funds, Retirement Planning, Finance, Wealth Management, Securities and more. Jeff Grange has 1 emails and 1 mobile phone numbers on RocketReach.
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