JG
JG

Jason Daniel Gragg

8 Years of Experience
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
225 clients
Average Client Portfolio
$912K average
Assets Under Management
$205.2M
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Location

Nine East Marion Street, Shelby, NC, 28150

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Gragg Financial
November 2025 - Present · 3 mos
Cps Investment Advisors
June 2017 - Present · 8 yrs 8 mos
State Registrations3 states
FLNCSC
Advisor
Exams
No exam information available for this advisor.
Jason Daniel Gragg - Financial Advisor | TrueAdvisor