Jonathan Ian Graham
Investment adviser representative at United Capital Financial Advisors
9 yearsExperience
1 stateRegistered in
$24.6BFirm assets
21 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
- Seminars and workshops
Experience
9 years in the industry.
- United Capital Financial AdvisorsFeb 2022 to now
- United CapitalDec 2021 to now
- Lion Street FinancialFeb 2024 to Mar 2025
- UnemployedAug 2021 to Dec 2021
- Equitable Advisors, LLCMay 2020 to Aug 2021
- AXA Advisors, LLCMay 2020 to Jun 2020
- Nift Networks, IncFeb 2020 to Mar 2020
- Edward JonesJun 2019 to Feb 2020
- Moviehouse & EateryJun 2017 to Aug 2018
- Texas A & M UniversityAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (TX).
United Capital Financial Advisors
Legal name: United Capital Financial Advisors, LLC
$24.6BAssets managed
25,510Clients
165Advisers
21 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
- 7111920
- Firm CRD
- 134600