Jaime Lynn Graham
Investment adviser representative at Phil A. Younker & Associates, Ltd.
15 yearsExperience
2 statesRegistered in
$202.2MFirm assets
5 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Phil A. Younker & Associates, Ltd.Jun 2005 to now
- Abridge Partners, LLCDec 2007 to Dec 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (AK, TX).
Phil A. Younker & Associates, Ltd.
$202.2MAssets managed
113Clients
2Advisers
5 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
- 5052959
- Firm CRD
- 311775