Jason Gragg, financial advisor Shelby NC

Jason Gragg

CRD Number: 4476412
Current Firm: Cps Investment Advisors

Jason Gragg (CRD# 4476412) is an Investment Advisor Representative working at Cps Investment Advisors in Shelby, NC and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Gragg & Gragg LLP Shelby, NC Jan 2000 - Current 24
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Jason D. Gragg
Phone Number: 863-688-1725
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    1,988
    MILLIONS
  • Total Number of Accounts
    7,080
    ACCOUNTS
  • Average Account Value
    $280,822
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AZ, CA, CO, FL, GA, IL, IN, KY, MD, MI, MN, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA

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