Jamshid Kekobad
Grant Private Wealth Management · Pleasanton, California
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.
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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 | $255.0M across 569 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5369771 |
| Exams passed | Series 63 (2007) · Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | grantprivate.com |
How Jamshid's firm compares
- Grant Private Wealth Management's average account is about $448,000, from its Form ADV (assets managed divided by 569 accounts).
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Questions about Jamshid
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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