JG
Jay A. Grandfield
ZENITH ADVISORY GROUP
Centerville, OH 45458
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CRD#: 4028621
JG
Professional summary
Jay Allan Grandfield is a registered financial advisor currently at ZENITH ADVISORY GROUP, LLC located in Centerville, Ohio.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jay has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Real Estate Ownership; Commercial; Miamisburg, Ohio 45342/ Commercial; Miamisburg, OH 45342; Not Investment Related; Jan 2016. Business Ownership; CEA LLC; Owner; Real estate; 1-9 hours per month/ JGG 1 LLC; Owner; LLC for estate planning; Jan 2010; 0 hour per month/ JGG 2 LLC; owner; LLC for estate planning; Jan 2010; 0 hour per month/ CEA ALPHA LLC; Partner; Owner and leasing of space to Ameriprise P2 advisors; Springboro, OH 45066; Not Investment Related; April 2014; 1-9 hours per month; 0 during trading hours/ J&A Transatlantic; owner / manager; Consulting; Springboro, Ohio 45066; Not Investment Related; Sept 2015; 1-9 hours per month; 0 during trading hours/ CEA Beta LLC; Partner; Real Estate; Springboro Oh 45066; Not Investment Related; Jan 2016; 0 hour per month; 0 during trading hours. 1.Other Business Name: Independent Insurance Agent 2.Investment Related? Yes 3.Address of Other Business: 10554 Success Lane, Suite G, Centerville, OH 45458 4.Nature of Other Business: Life Insurance Sales 5.Position/Title/Relationship with Other Business: Insurance Agent 6.Start Date: 11/1999 7.Hours Per Month: 5 or Less 8.Market Hours Per Month: 5 or Less 9.Duties Related to Other Business: Taking and submitting insurance applications and servicing insurance clients.
CRS (Client Relationship Summary) - RIA
Click below to view Jay Allan Grandfield's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 7, 2017 - Present
ZENITH ADVISORY GROUP, LLC
Office #1: 10554 Success Lane Suite G, Centerville, OH 45458RIA
CRD#: 287801
Centerville, OH
Past
August 28, 2008 - March 31, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MIAMISBURG, OH
Past
August 27, 2008 - March 31, 2017
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MIAMISBURG, OH
Past
October 17, 2006 - August 7, 2008
J.P. MORGAN SECURITIES INC.
RIA
CRD#: 18718
DAYTON, OH
Past
October 17, 2006 - August 7, 2008
J.P. MORGAN SECURITIES INC.
BD
CRD#: 18718
DAYTON, OH
Past
July 19, 2002 - October 25, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MIAMISBURG, OH
Past
October 27, 1999 - July 3, 2006
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
October 27, 1999 - October 25, 2006
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MIAMISBURG, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(11/4/2024)
IAR
Iowa(11/8/2021)
IAR
Missouri(12/20/2021)
IAR
Ohio(4/7/2017)
IAR
Texas(6/13/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ZA
ZENITH ADVISORY GROUP, LLC
ZENITH ADVISORY GROUP, LLC
CRD#: 287801 / SEC#:
Florida
Registered Investment Advisory firm - (11/4/2024 Approved)Iowa
Registered Investment Advisory firm - (10/6/2021 Approved)Missouri
Registered Investment Advisory firm - (12/20/2021 Approved)Ohio
Registered Investment Advisory firm - (4/7/2017 Approved)Texas
Registered Investment Advisory firm - (6/13/2019 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
10554 Success Lane Suite G, Centerville, OH 45458
Mailing Address
Phone number
(937) 312-8171
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 58,135,184 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ZENITH ADVISORY GROUP, LLC
CRD#: 287801Centerville, OH 45458TRUST BUT VERIFY
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