Jeremy McGraw (CRD# 4589494) is an Investment Advisor Representative working at Merit Investment Management in West Chester, PA and has over 21 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 6436358
Planning Capital Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merit Investment Management | Wilmington, DE | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- PA
-
Total Assets Under Management9MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$505,914
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
PA
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