Jason Daniel Gragg
Investment adviser representative at Gragg Financial
25 yearsExperience
3 statesRegistered in
PFSDesignation
$215.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
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.
- Gragg FinancialJan 2000 to now
- Cps Investment AdvisorsMar 2017 to Sep 2025
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (FL, NC, SC).
Gragg Financial
Legal name: Gragg & Gragg, L.L.P.
$215.4MAssets managed
327Clients
3Advisers
6 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
- 4476412
- Firm CRD
- 110592