Jonathan Spencer Grant

• St. James's Place Wealth Management Plc

  FRN 195351

  • 4. Giving personal recommendations on retail investment products which are not broker funds
  • Appointed representative dealing with clients for which they require qualification (since 9 Dec 2019)
  • CF30 Customer (since 8 Jul 2019)
  • CF1 Director (AR) (since 8 Jul 2019)
• J G River Wealth Management Ltd

  FRN 844945

  • (1)Employed By (since 8 Jul 2019)
• BARCLAYS INVESTMENT SOLUTIONS LIMITED (no longer approved here)

  FRN 155595

  • CF30 Customer (19 Dec 2007 to 31 Mar 2018)
• Lloyds Bank PLC (no longer approved here)

  FRN 119278

  • CF21 Investment Adviser (3 Sep 2004 to 1 Jan 2005)
• Scottish Widows Unit Trust Managers Limited (no longer approved here)

  FRN 122129

  • CF21 Investment Adviser (22 Jul 2004 to 3 Sep 2004)
  • CF22 Investment Adviser (Trainee) (18 Nov 2003 to 22 Jul 2004)
• SPF Private Clients Limited (no longer approved here)

  FRN 189213

  • CF21 Investment Adviser (28 Oct 2002 to 14 Nov 2003)
  • CF22 Investment Adviser (Trainee) (1 Dec 2001 to 28 Oct 2002)

No changes recorded yet.