Jonathan Edward Rick
Investment adviser representative at B.B. Graham & Company, Inc.
19 yearsExperience
3 statesRegistered in
$321.7MFirm assets
10 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- B.B. Graham & Company, Inc.Dec 2007 to now
- B. B. Graham & Co.Nov 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (IL, MN, OH).
B.B. Graham & Company, Inc.
$321.7MAssets managed
427Clients
28Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4134901
- Firm CRD
- 41533