Jamey Carl Graham
Investment adviser representative at United Advisor Group
25 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.4BFirm assets
Are you Jamey Carl Graham? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
25 years in the industry.
- United Advisor GroupSep 2026 to now
- United Advisor Group dba Graham Wealth ManagementSep 2026 to now
- Graham Wealth ManagementDec 2018 to now
- Jamey C. GrahamAug 2001 to now
- United Planners' Financial Services of America a Limited PartnerJan 2019 to Sep 2026
- Signal Securities, Inc.Oct 2018 to Jan 2019
- Southwest Securities IncOct 2012 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
United Advisor Group
Legal name: United Advisor Group, LLC
$1.4BAssets managed
6,600Clients
58Advisers
3 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
- 4382537
- Firm CRD
- 324205