Jacob Aaron Graff
Investment adviser representative at Rise North Capital Investment Advisors
12 yearsExperience
3 statesRegistered in
ChFC®Designation
$50.6MFirm 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 assetsFixed 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
12 years in the industry.
- Rise North Capital Investment AdvisorsDec 2025 to now
- Rnc Ria LLC dba Rise North Capital Investment AdvisorsOct 2025 to now
- Rise North Capital, LLC dba Rise North CapitalJun 2020 to now
- Foundations Investment Advisors, LLCDec 2022 to Mar 2026
- ProincomeSep 2017 to Jun 2020
- Full-time StudentSep 2014 to May 2019
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, TX).
Rise North Capital Investment Advisors
Legal name: Rnc Ria LLC
$50.6MAssets managed
408Clients
11Advisers
Under 1 yearIn 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
- 7664785
- Firm CRD
- 336740