# GRAHAM WILLIAM JEPSEN

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.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2025-02-26 | present | Yes |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2023-06-29 | 2025-03-06 | — |
| [CETERA WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/13572) | 2021-05-20 | 2023-06-29 | — |
| [THE PLANNERS PROFESSIONAL SERVICES, INC.](https://search.stillhousedata.com/firm/108195) | 2018-07-02 | present | Yes |
| [SUMMIT FINANCIAL GROUP INC](https://search.stillhousedata.com/firm/109485) | 2018-06-25 | 2021-05-20 | — |
| [VOYA FINANCIAL ADVISORS, INC.](https://search.stillhousedata.com/firm/2882) | 2014-02-18 | 2018-06-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5310577)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5310577.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.