# Jamshid Kekobad

> Jamshid Kekobad is a fee-only financial advisor at Grant Private Wealth Management in Pleasanton, California. Grant Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jamshid-kekobad/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Grant Private Wealth Management
- **Based in:** Pleasanton, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $255.0M across 569 accounts
- **CRD:** 5369771 (https://adviserinfo.sec.gov/individual/summary/5369771)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 63 (2007), Series 65 (2025)
- **Firm size:** 6 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://grantprivate.com

## Frequently asked questions

### Is Jamshid Kekobad a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jamshid holds no broker registration, and Grant Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jamshid charge for financial advice?

Jamshid's firm, Grant Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jamshid Kekobad based?

Jamshid Kekobad is based in Pleasanton, California.

### Is Jamshid Kekobad registered with the SEC?

Yes. Jamshid Kekobad is registered as an investment adviser representative in CA and TX (CRD 5369771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Grant Private Wealth Management manage?

Grant Private Wealth Management reports $255.0M across 569 accounts in assets under management.

### How do I contact Jamshid Kekobad?

Through Jamshid's website, grantprivate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5369771): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.