JG
JG

Jerome Robert Graham

35 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
393 clients
Average Client Portfolio
$313K average
Assets Under Management
$123.0M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
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Location

103 Hyde Park, Doylestown, PA, 18902

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jerome is the president of Graham Financial Services. He spends about 10-20% of his time on this activity during trading hours.

Employment History
Current Registrations
Syndicated Capital, INC.
March 2011 - Present · 14 yrs 11 mos
Syndicated Capital, INC.Broker
June 2003 - Present · 22 yrs 8 mos
Previous Registrations
Basil Investment CorporationBroker
October 1990 - November 2003 · 13 yrs 1 mo
State Registrations9 states
DEFLMDMINCNJPASCVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.