Jeff Grau

Jeff Grau Email and Phone Number

Financial Advisor at Employee Benefits Services Group, Inc. @
Jeff Grau's Location
San Jose, California, United States, United States
Jeff Grau's Contact Details

Jeff Grau personal email

n/a
About Jeff Grau

Jeff Grau is a Financial Advisor at Employee Benefits Services Group, Inc. at Employee Benefits Services Group, Inc.. He possess expertise in retirement planning, series 7, investment strategies, investments, securities and 9 more skills.

Jeff Grau's Current Company Details
Employee Benefits Services Group, Inc.

Employee Benefits Services Group, Inc.

Financial Advisor at Employee Benefits Services Group, Inc.
Jeff Grau Work Experience Details
  • Employee Benefits Services Group, Inc.
    Financial Advisor
    Employee Benefits Services Group, Inc. Nov 2011 - Present
    Campbell, Ca
    Specializing in the 403(b)/457 Retirement Plan Marketplace (schools, churches, non-profits)CA Insurance License 0B52060Registered representative of and offers only securities and advisory services through PlanMember Securities Corporation. A registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Ave. Carpinteria CA 93013. (800) 874-6910 . PlanMember is not the broker/dealer for U.S. Retirement Partners or U.S. Employee Benefits Services Group. EBS Financial, U.S. Retirement Partners and U.S. Employee Benefits Services Group are independently owned and operated companies and not affiliated with PlanMember Securities Corporation. PlanMember is not liable for ancillary products or services offered by this representative or any of the above mentioned companies.
  • Almaden Valley Girls Softball League
    Board Member/Vp/Scheduler
    Almaden Valley Girls Softball League 2007 - Present
    San Jose, Ca
    Volunteer, various board member positions
  • Presentation High School
    Assistant Coach, Varsity Water Polo
    Presentation High School Jul 2009 - Dec 2014
    San Jose, Ca
    View
  • Td Ameritrade
    Investment Consultant
    Td Ameritrade 2010 - 2011
    Cupertino
    View
  • Aig Valic
    Financial Advisor
    Aig Valic 2008 - 2009
    San Jose, Ca
  • Bank Of America
    Premier Banking
    Bank Of America 2003 - 2008
    View
  • Morgan Stanley
    Operations/Compliance
    Morgan Stanley 1999 - 2001
    View

Jeff Grau Skills

Retirement Planning Series 7 Investment Strategies Investments Securities Wealth Management Financial Advisory Series 63 Series 65 Mutual Funds Investment Advisory Fixed Income Equities Portfolio Management

Jeff Grau Education Details

Frequently Asked Questions about Jeff Grau

What company does Jeff Grau work for?

Jeff Grau works for Employee Benefits Services Group, Inc.

What is Jeff Grau's role at the current company?

Jeff Grau's current role is Financial Advisor at Employee Benefits Services Group, Inc..

What is Jeff Grau's email address?

Jeff Grau's email address is je****@****msn.com

What schools did Jeff Grau attend?

Jeff Grau attended University Of California, Berkeley, St. Mary's High School, Stockton, Ca.

What are some of Jeff Grau's interests?

Jeff Grau has interest in Kids, Cooking, Exercise, Investing, Sweepstakes, Nascar, Electronics, Home Improvement, Reading, Crafts.

What skills is Jeff Grau known for?

Jeff Grau has skills like Retirement Planning, Series 7, Investment Strategies, Investments, Securities, Wealth Management, Financial Advisory, Series 63, Series 65, Mutual Funds, Investment Advisory, Fixed Income.

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