Jebtha Graham
Jebtha Graham is a registered investment advisor at LPL Financial LLC, based in Overland Park, KS, with 21 years of industry experience. Jebtha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
7400 W 130th St., Ste 150, Overland Park, KS, 66213
Get directionsHistory
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 Registrations14 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.
Exams
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