Jamie Grace is a lifelong Jackson resident and has been a Financial Advisor in Jackson, Michigan since 1999. He received a BA in Economics & Management from Albion College in 1990.
With a deep commitment to a ‘client first’ philosophy, Jamie was recognized as a Forbes Best-In-State Wealth Advisor* again in 2024. This recognition displays the outstanding service The Grace Group strives to achieve. In addition, Meridian Wealth Management was named to the Forbes Best-In-State Wealth Management Teams** in 2024. Jamie has served on the Financial Advisor Advisory Board, a 20-member panel working directly with management teams for A.G. Edwards/Wachovia and subsequently Wells Fargo Advisors, from 2006-2009 and again from 2011-2015.
Jamie donates his time locally, with a passion for education. He was elected to the Jackson Public School board of education in November 2014 and served a six-year term ending in December 2020. He has also served on the Henry Ford Allegiance Health Foundation board from 2017-2024, the Junior Achievement Board from 2001-2020 (including a term as Chair from 2011-2013), and the Country Club of Jackson as a director from 2013-2015. Additionally, he has served as a Trustee of First United Methodist Church from 2000-2009 and is a past Board Member of Ella Sharp Museum from 2001-2003.
Jamie enjoys helping clients achieve financial success and is dedicated to maintaining their trust and confidence. He plans to continue his work with The Grace Group, monitoring and adjusting clients’ investment plans for the future.
With his wife, Lori, they have two amazing daughters: Emma, a graduate of Jamie Madison College at Michigan State University now living in Chicago, and Libby, a graduate of The College of Creative Studies (CCS) pursuing her career in Detroit, MI. Jamie loves to travel and spend time with his family, especially skiing together.
* The Forbes Best-in-State Wealth Advisors rating was presented in April 2024 using data gathered from June 2022 to June 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
**The Forbes Best-In-State Wealth Management Team (Michigan) rating was presented in January 2024 using data gathered from March 2022 through March 2023 by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. It uses a rating algorithm that is based on a measure of each team’s best practices, client retention, industry experience, compliance records, firm nominations, assets under management and revenue generated for their firm. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
