Jared Kincaid Graves
Investment adviser representative at Ascendor Wealth, LLC
12 yearsExperience
1 stateRegistered in
$145.6MFirm assets
1 yearFirm 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
12 years in the industry.
- Ascendor Wealth, LLCNov 2025 to now
- Maverick LawJul 2025 to now
- Self Employed - RemodelingDec 2024 to Jul 2025
- Scuppers Water SportsDec 2022 to Aug 2024
- Unemloyed - Full Time StudentJan 2022 to Dec 2024
- US ArmyJan 2018 to Nov 2021
- Seklf Employed - RemodelingAug 2017 to Dec 2017
- Studying AbroadJan 2017 to Jul 2017
- Full Time StudentJan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NC).
Ascendor Wealth, LLC
$145.6MAssets managed
140Clients
6Advisers
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
- 8194931
- Firm CRD
- 148969