JG
JG
Janice Graham is a registered investment advisor, based in Canon City, CO, with 9 years of industry experience.
Location
831 Royal Gorge Blvd, Suite #215, Canon City, CO, 81212
Get directionsHistory
Regulatory History (1)
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Regulatory
May 2015Final
Other Business ActivitiesSells Insurance
Janice is a trustee for two fiduciary appointments since 2012, and president of Graham & Associates CPAs PC since 2002, where she provides accounting and tax preparation services full-time. She also sells equity indexed annuities, dedicating minimal time to this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
February 2017 - September 2025 · 8 yrs 7 mos
Avantax Investment Services, INC.Broker
August 2016 - September 2025 · 9 yrs 1 mo
State Registrations7 states
COKSMANENMOKTX
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.