Graham Jepsen, financial advisor Carroll IA
93 score

Graham Jepsen

CRD Number: 5310577
Current Firm: Voya Financial Advisors, Inc.

Graham Jepsen (CRD# 5310577) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Carroll, IA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Excel Aviation Ankeny, IA Sep 2016 - Current 1
Voya Financial Advisors Des Moines, IA Sep 2014 - Current 3
Ing Financial Partners, Inc. Des Moines, IA Nov 2010 - Sep 2014 3
Wealth Builders, Inc. West Des Moines, IA Aug 2012 - Jan 2014 1
Unemployed Des Moines, IA Aug 2010 - Nov 2010 < 1
Principal Life Insurance Company Des Moines, IA Mar 2007 - Aug 2010 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Feb 2014
S63 Uniform Securities State Law Examination May 2007
Contact Info for Graham Jepsen
Phone Number: 1-800-356-2906
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    11,151
    MILLIONS
  • Total Number of Accounts
    59,860
    ACCOUNTS
  • Average Account Value
    $186,281
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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