Claim Profile
JG

Jaime Lynn Graham

ABRIDGE PARTNERS, LLC·MADISON, Mississippi
Unclaimed Profile
124 ONE MADISON PLAZA, MADISON, MS 39110CRD# 5052959Firm CRD# 145599
01

About

Jaime Lynn Graham is a registered financial advisor based in MADISON, Mississippi, affiliated with ABRIDGE PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ABRIDGE PARTNERS, LLC
ABRIDGE PARTNERS, LLC
AUM
$179M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5052959
Firm CRD# 145599
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MADISON?

Browse all registered financial advisors in MADISON, Mississippi or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty