Jacob Duane Graves
Investment adviser representative at Sound Income Strategies, LLC
12 yearsExperience
2 statesRegistered in
$4.2BFirm assets
11 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
- Seminars and workshops
Experience
12 years in the industry.
- Sound Income Strategies, LLCDec 2025 to now
- Retirement Income Solutions, LLCDec 2025 to now
- Cetera Investment Advisers LLCAug 2024 to Nov 2025
- Cetera Wealth Services, LLCJun 2024 to Nov 2025
- Shoemaker FinancialJun 2024 to Nov 2025
- Generational Wealth ManagementSep 2023 to Apr 2024
- SpendmendJan 2023 to Aug 2023
- Main Street PubSep 2022 to Nov 2022
- Zhender'sMay 2022 to Aug 2022
- Grand Valley Recreation CenterJan 2022 to Apr 2022
- Elite Party RentalMay 2021 to Aug 2021
- Grand Valley State UniversityAug 2020 to Apr 2024
- Elite Party RentalMay 2020 to Aug 2020
- High School StudentJun 2014 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AL, TN).
Sound Income Strategies, LLC
$4.2BAssets managed
24,757Clients
121Advisers
11 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
- 7942377
- Firm CRD
- 173272