Jamshid B. Kekobad

GRANT PRIVATE WEALTH MANAGEMENT

Pleasanton, CA 94588

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CRD#: 5369771

Professional summary

Jamshid Behram Kekobad, who also goes by Jamshid Kekobad, Jim Kekobad, is a registered financial advisor currently at GRANT PRIVATE WEALTH MANAGEMENT located in Pleasanton, California.

Jamshid is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Jamshid has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamshid Kekobad | Jim Kekobad

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamshid Behram Kekobad's CRS (Customer Relationship Summary).

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®

None

Experience

Current

February 11, 2025 - Present

GRANT PRIVATE WEALTH MANAGEMENT

Office #1: 4683 Chabot Drive Suite 101, Pleasanton, CA 94588

RIA

CRD#: 292917

Pleasanton, CA

Past

January 17, 2013 - October 20, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

SUNNYVALE, CA

Past

January 2, 2013 - October 20, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

SUNNYVALE, CA

Past

April 1, 2010 - December 18, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LOS ALTOS, CA

Past

March 31, 2010 - December 18, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LOS ALTOS, CA

Past

December 11, 2008 - April 13, 2010

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

REDWOOD CITY, CA

Past

December 11, 2008 - April 13, 2010

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

REDWOOD CITY, CA

Past

July 23, 2007 - October 1, 2008

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

SAN FRANCISCO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GRANT PRIVATE WEALTH MANAGEMENT

GRANT PRIVATE WEALTH MANAGEMENT | GRANT TRUST, INC. | GRANT PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 292917 / SEC#: 801-130925

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

California

Registered Investment Advisory firm - (9/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/19/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

California
(2/11/2025)

IAR

Texas
(2/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/30/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/31/2007

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/20/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/26/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/20/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

GRANT PRIVATE WEALTH MANAGEMENT

GRANT PRIVATE WEALTH MANAGEMENT | GRANT TRUST, INC. | GRANT PRIVATE WEALTH MANAGEMENT, INC.

CRD#: 292917 / SEC#: 801-130925

RIA

Registered Investment Advisory firm - (8/16/2024 Approved)

California

Registered Investment Advisory firm - (9/18/2024 Terminated)

Texas

Registered Investment Advisory firm - (8/19/2024 Terminated)

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Contact information

Main Address

4683 Chabot Drive Suite 101, Pleasanton, CA 94588

Mailing Address

Phone number

(925) 378-5000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A & 2B SEC (6/5/2025)

Regulatory assets under management

Total Number of Accounts	416
AUM (Assets Under Management)	$ 133,883,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Jamshid B. Kekobad

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jamshid Behram Kekobad's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

AMERITAS INVESTMENT COMPANY, LLC

Primary Firm SEC Registration

GRANT PRIVATE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 1/30/2025

Series 63

Date: 7/31/2007

SIE

Date: 10/20/2017

Series 7

Date: 2/26/2008

Series 6

Date: 7/20/2007

Current Firm

GRANT PRIVATE WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRANT PRIVATE WEALTH MANAGEMENT

TRUST BUT VERIFY

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