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Grant Jaax
Chief Investment Officer at Mongo Holdings LLC
Grant Jaax is a seasoned financial professional with years of experience in the industry. Currently serving as the SVP at Raymond James Financial, Inc., Jaax has played a crucial role in the company's growth and success. He has extensive expertise in investment management, financial planning, and wealth management. Jaax is adept at developing effective strategies to help clients maximize their portfolios' potential and achieve their financial goals.
Throughout his career, Jaax has focused on building strong relationships with clients and providing exceptional service. He is known for his ability to listen to clients' needs and concerns and create personalized solutions to help them reach their objectives. Jaax is also skilled at staying up to date with industry trends and developments, ensuring he provides clients with the latest and most effective financial strategies.
Jaax has a degree in Finance from the University of Tennessee, Knoxville. He has also completed various industry certifications, including the Certified Financial Planner (CFP) and the Chartered Financial Analyst (CFA) designations.