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Jeffrey Graves

Ameritas Advisory Services, LLC
33 Years of Experience
Henrico, VA
1 DisclosureBrokerSells Insurance
View SEC Summary
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Jeffrey Graves is a registered investment advisor at Ameritas Advisory Services, LLC, based in Henrico, VA, with 33 years of industry experience. Jeffrey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 29,718 clients with $14B in assets under management.

Ameritas Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
548 advisors
Number of Clients
29,718 clients
Average Client Portfolio
$463K average
Assets Under Management
$13.7B

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $1.0M1.50%
$1.0M - $3.0M1.25%
$3M+1.00%

Fees vary by specific program selected. Some programs include an additional program fee ranging from 0.05% to 0.35% on top of the investment professional fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Henrico, VA

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History

Regulatory History (1)
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Customer Dispute
August 2004
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jeffrey is the owner of Capital Financial Property & Casualty LLC, a property and casualty insurance brokerage, since 2008. He dedicates minimal time to this activity, using it as a conduit to receive occasional commissions and profits.

Employment History
Current Registrations
Ameritas Advisory Services, LLC
November 2021 - Present · 4 yrs 11 mos
Ameritas Investment Company, LLC
June 2017 - Present · 9 yrs 4 mos
Ameritas Investment Company, LLCBroker
June 2017 - Present · 9 yrs 4 mos
Previous Registrations
Ameritas Advisory Services
June 2017 - November 2021 · 4 yrs 5 mos
Hornor, Townsend & Kent, INC.
March 2017 - June 2017 · 3 mos
Hornor, Townsend & Kent, INC.Broker
February 2017 - June 2017 · 4 mos
MML Investors Services, LLC
December 2004 - December 2016 · 12 yrs
MML Investors Services, LLCBroker
March 2002 - December 2016 · 14 yrs 9 mos
Mony Securities CorporationBroker
September 1992 - March 2002 · 9 yrs 6 mos
State Registrations1 state
VA
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.
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