# GERALD JAY GRAVES

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [FILIGREE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/318729) | 2022-03-08 | present | Yes |
| [CW ADVISORS, LLC](https://search.stillhousedata.com/firm/310873) | 2020-10-21 | 2022-05-16 | — |
| [CONGRESS WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/149446) | 2019-07-18 | 2020-12-02 | — |
| [SVB WEALTH](https://search.stillhousedata.com/firm/172832) | 2016-02-01 | 2019-07-16 | — |
| [FILIGREE ADVISORS](https://search.stillhousedata.com/firm/146284) | 2009-02-24 | 2016-02-12 | — |
| [M FINANCIAL ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/136694) | 2006-05-24 | 2008-01-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1327639)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1327639.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.