Jeffrey Graves
Jeffrey Graves is a registered investment advisor at Cetera Investment Advisers LLC, based in Double Oak, TX, with 39 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Double Oak, TX
Get directionsHistory
Regulatory History (2)
Regulatory
November 2022Criminal
October 1988Other Business ActivitiesSells Insurance
Jeffrey owns farmland where he keeps horses and occasionally sells hay, dedicating minimal time to this. He is also a financial professional at FFEC Wealth Partners (about full-time) and the owner of FFEC Insurance Agency, where he sells life insurance (a few hours per week).
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
First Financial Equity Corporation
Ffec Wealth Partners LLCBroker
Quick & Reilly, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Securities LLCBroker
Banc of America Securities LLC
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
John Hancock Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.