GRAHAM WILLIAM JEPSEN is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with THE PLANNERS PROFESSIONAL SERVICES, INC., LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2025-02-26 | present | Yes |
| CETERA INVESTMENT ADVISERS LLC | 2023-06-29 | 2025-03-06 | — |
| CETERA WEALTH SERVICES, LLC | 2021-05-20 | 2023-06-29 | — |
| THE PLANNERS PROFESSIONAL SERVICES, INC. | 2018-07-02 | present | Yes |
| SUMMIT FINANCIAL GROUP INC | 2018-06-25 | 2021-05-20 | — |
| VOYA FINANCIAL ADVISORS, INC. | 2014-02-18 | 2018-06-27 | — |