GERALD JAY GRAVES is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with FILIGREE WEALTH ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FILIGREE WEALTH ADVISORS, LLC | 2022-03-08 | present | Yes |
| CW ADVISORS, LLC | 2020-10-21 | 2022-05-16 | — |
| CONGRESS WEALTH MANAGEMENT LLC | 2019-07-18 | 2020-12-02 | — |
| SVB WEALTH | 2016-02-01 | 2019-07-16 | — |
| FILIGREE ADVISORS | 2009-02-24 | 2016-02-12 | — |
| M FINANCIAL ASSET MANAGEMENT, INC. | 2006-05-24 | 2008-01-04 | — |