Jesse Graff is a registered investment advisor at Cetera Investment Advisers LLC, based in Kewaunee, WI, with 7 years of industry experience. Jesse operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
413 Milwaukee St, Kewaunee, WI, 54216
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jesse owns J L Graff Enterprises LLC, providing accounting services and tax preparation, and spends about half their time on it. Jesse also owns Westen, Graff & Co, offering tax, financial, and investment advice, dedicating nearly full-time hours to it.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Investment Services, INC.Broker
Avantax Advisory Services
State Registrations5 states
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