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Jaime Lynn Graham

ABRIDGE PARTNERS, LLC·MADISON, Mississippi
Series 65Clean record8 years registeredABRIDGE PARTNERS, LLC
124 ONE MADISON PLAZA, MADISON, MS 39110CRD# 5052959Firm CRD# 145599

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jaime Lynn Graham · MADISON, MS
Registration
CRD #5052959 · ABRIDGE PARTNERS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

PHIL A. YOUNKER & ASSOCIATES, LTD.
Dec 2020 – present
ABRIDGE PARTNERS, LLC
Jan 2018 – Dec 2020
Fairbanks, AK
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 29, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ABRIDGE PARTNERS, LLC
CRD 145599 · SEC 801-68597
AUM
$179M
Regulatory assets under management
Employees
4
431 client accounts
Services offered by ABRIDGE PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at ABRIDGE PARTNERS, LLC →
Introduction

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05

Frequently Asked Questions

What services does Jaime Lynn Graham offer?
Jaime Lynn Graham specializes in Financial Planning, Investment Management. Contact their office in MADISON, Mississippi for a consultation.
What are Jaime Lynn Graham's credentials?
Jaime Lynn Graham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jaime Lynn Graham located?
Jaime Lynn Graham is based in MADISON, Mississippi, working with ABRIDGE PARTNERS, LLC. Their office serves clients in the MADISON metropolitan area and surrounding communities.
How does Jaime Lynn Graham charge for services?
Jaime Lynn Graham's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ABRIDGE PARTNERS, LLC?
ABRIDGE PARTNERS, LLC has approximately 4 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ABRIDGE PARTNERS, LLC

Jr. Phil Younker
MADISON, MS

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Research
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