Grace Hom
Investment adviser representative at Raymond James & Associates, Inc.
14 yearsExperience
3 statesRegistered in
$501BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Raymond James & Associates, Inc.Jun 2021 to now
- Mass Mutual Life Insurance CompanyApr 2019 to May 2021
- MML Investors ServicesApr 2019 to May 2021
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2019
- Wells Fargo Advisors, LLC.Aug 2012 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, TX).
Raymond James & Associates, Inc.
$501BAssets managed
531,617Clients
5,571Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6114491
- Firm CRD
- 705