Jebtha Graham
Jebtha Graham is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 21 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
7400 W 130th St., Ste 150, Overland Park, KS, 66213
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Regulatory History (1)
Customer Dispute
May 2012Other Business ActivitiesSells Insurance
Jebtha is involved in several business activities, including real estate rentals and operating as an IAR through WCG Wealth Advisors, LLC, dedicating nearly full-time hours to the latter. He also sells non-variable insurance products like life, health, disability, and LTC, spending about 10-20% of his time on this.
Employment History
Current Registrations
LPL Financial LLC
The Wealth Consulting Group
LPL Financial LLCBroker
Previous Registrations
V Wealth Advisors LLC
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations13 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.