James Lloyd Grassl is an investment adviser representative (IAR) with state registration records since 2022, appearing at 3 firms. Currently registered with JOHNSON WEALTH INC..
| Firm | From | To | Current |
|---|---|---|---|
| JOHNSON WEALTH INC. | 2025-12-16 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2024-03-29 | 2025-12-12 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2022-12-21 | 2024-02-29 | — |