JG
JG

Jason Graves

12 Years of Experience
Bloomfield Hills, MI
Broker

Jason Graves is a registered investment advisor at Raymond James & Associates, INC., based in Bloomfield Hills, MI, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

39400 Woodward Ave, Suite 150, Bloomfield Hills, MI, 48304

Get directions

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.

Learn about disclosures →
Other Business Activities

Jason is a part owner of Crown Club Golf Society, helping to organize and run golf events, dedicating minimal time. He also owns rental real estate through H and S Properties LLC, spending minimal time on this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.
April 2018 - Present · 8 yrs 1 mo
Raymond James & Associates, INC.Broker
April 2018 - Present · 8 yrs 1 mo
Previous Registrations
Wells Fargo Clearing Services, LLC
July 2013 - April 2018 · 4 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
June 2013 - April 2018 · 4 yrs 10 mos
State Registrations25 states
AZCACOCTFLGAILINMAMEMINCNVNYOHOKORPASCTNTXUTVAVTWA
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.