Grace Buchanan
Investment adviser representative at Panoramic Capital Partners LLC
12 yearsExperience
1 stateRegistered in
$392.7MFirm assets
2 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Panoramic Capital Partners LLCJul 2025 to now
- J.P. Morgan Securities LLCJul 2024 to Jun 2025
- JPMorgan Chase Bank, N.A.Jul 2024 to Jun 2025
- West MonroeMay 2023 to Aug 2023
- TumbleweedJun 2021 to Aug 2021
- Gonzaga UniversityAug 2020 to May 2024
- ThesisJun 2019 to Aug 2021
- UnemployedJul 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (OR).
Panoramic Capital Partners LLC
$392.7MAssets managed
159Clients
6Advisers
2 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
- 7954238
- Firm CRD
- 331349