Planning for Generations
Jamie D. Grant, CRPC
President
Jamie brings nearly two decades of experience to the firm and is the visionary for JDG Wealth Management Group, LLC. Jamie serves or has served on the board of directors for the Arlington Chamber of Commerce, Texas Live, Fort Worth Metropolitan Black Chamber of Commerce, Fort Worth Chamber of Commerce, The Fort Worth Pension Committee, The North Texas Commission and Grambling State University College of Business Board. He is a 2008 graduate of Leadership Fort Worth and executive board member of the Texas State Board of Public Accountancy.
Jamie has been recognized by the Fort Worth Star Telegram as one of the “40 Under 40” people to watch and 2017 Black Enterprise Modern Man. Jamie is also an active member of Omega Psi Phi Fraternity, Inc. In his spare time, Jamie enjoys hunting, traveling, snowboarding, and spending time with family.
Certifications & Awards
Disclosures
- Chartered Retirement Planning Counselor (CPRC®)
- 2014 Quest for Success Black Entrepreneurs in Dallas/Fort Worth award
- 2013 Fort Worth Business Press Forty Under Forty award
- 2013 Omega Man of the Year award
Quality wealth management services for your generational financial planning.
With more than 20 years of experience in the wealth management field, we have helped clients navigate their financial journey in the face of economic uncertainties. We believe the secret to persevering and building wealth through changing times is the ability to make informed decisions and adjustments on an ongoing basis. At JDG Wealth Management Group, we provide each client with comprehensive guidance that is customized to their unique situation. Our firm was established with these three tenets in mind:
- Strong financial planning skills
- Years of practical experience
- Passion for working in the client’s best interest
When planning, experience, and passion come together we can help you in aiming to build wealth one generation at a time.
Our professional team is here to help you with any questions or concerns. Gain more insight into your financial future.
Wealth management is complicated. We strive to simplify the process so you have less stress and worries.
Our firm supports multi-generational wealth building through financial independence. With strategic goal planning, disciplined investment strategies, and valued advice, we believe you can manage wealth ‘One Generation at a Time.’ Thank you for choosing JDG Wealth Management Group to play a role in creating, maintaining and preserving our financial independence.
Jamie D. Grant
Choose us for reliability, service and accuracy
We are a full-service wealth management firm specializing in building wealth, one generation at a time. Everyone on our team has the professional qualifications and experience needed as we strive to provide the very best service and advice in all areas of wealth management.
3
Dedicated professionals
25
Years of experience
Headquartered in the Dallas-Fort Worth Metroplex
Thank you for taking the time to learn about our firm. Our team of professionals has been working to provide proper advice for your personal planning and business strategy needs for over 20 years. All of our services are tailored to meet the diverse phases of your personal and generational growth. We look forward to expanding your financial potential for a lifetime–and for generations to come. As a relationship-oriented firm, we know that every comprehensive strategy starts with a strong connection. It’s our privilege to listen deeply to your needs and understand your goals as the first step in building a lasting relationship.
Efficiency
Efficiency is the art of achieving more with less, maximizing productivity and minimizing waste.
Many more
Our wealth management tools provide a diversified financial toolbox for building, preserving, and growing wealth.
