Advisor at Guardant Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guardant Wealth Advisors LLC
Location
Miami, FL 33157
Credentials
Series 63, Series 65
Industry experience
32 years
James Dean is a financial advisor at Guardant Wealth Advisors LLC with 32 years of industry experience. He holds Series 63 and Series 65 designations and has held prior roles at JP Morgan Chase Bank NA, JP Morgan Securities LLC, and Bci Securities. Dean leads Guardant Wealth Advisors, a firm established in 2024. Guardant Wealth Advisors provides investment advisory and related services to individuals, trusts, estates, retirement plans, charitable organizations, corporations, and other business entities. The firm offers customized asset allocation, portfolio construction, ongoing supervision, and family office-style services, emphasizing due diligence and both discretionary and non-discretionary portfolio management.
Based on Guardant Wealth Advisors LLC
Minimum fee: Minimum flat or fixed fee of $1,200 per year to maintain an account, billed monthly or quarterly Fee-only: Annual advisory fees up to a maximum of 2.00% annually, negotiable between client and Investment Advisor Representative
848 Brickell Ave, Suite Ph5
Miami, FL 33157
Florida · New York · Texas
Guardant Wealth Advisors
2024 - Present (2 years)
Bci Securities
2022 - 2024 (2 years)
JP Morgan Chase Bank NA
2016 - 2022 (6 years)
JP Morgan Securities LLC
2016 - 2022 (6 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
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Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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