Jeff Grange Email & Phone Number
Vice President, Financial Advisor
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Jeff Grange Location
- Santa Barbara, CA, US
Jeff Grange Work
- 2024 -now Vice President, Financial Advisor @ Grange Wealth Management of LPL Financial
- 2013 -2024 Vice President, Financial Advisor @ DA Davidson and Co.
- 2010 -2013 Financial Adv @ Crowell, Weedon & Co. a division of D.A. Davidson & Co.
- 2004 -2010 2nd Vice President- Investments @ Smith Barney
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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