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Jason Daniel Gragg

GRAGG & GRAGG, L.L.P.·SHELBY, North Carolina
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NINE EAST MARION STREET, SHELBY, NC 28150CRD# 4476412Firm CRD# 110592
01

About

Jason Daniel Gragg is a registered financial advisor based in SHELBY, North Carolina, affiliated with GRAGG & GRAGG, L.L.P.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
GRAGG & GRAGG, L.L.P.
GRAGG FINANCIAL
AUM
$204M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at GRAGG & GRAGG, L.L.P. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4476412
Firm CRD# 110592
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Daniel Gragg offer?
Jason Daniel Gragg specializes in Financial Planning, Investment Management. Contact their office in SHELBY, North Carolina for a consultation.
What are Jason Daniel Gragg's credentials?
Jason Daniel Gragg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Daniel Gragg located?
Jason Daniel Gragg is based in SHELBY, North Carolina, working with GRAGG & GRAGG, L.L.P.. Their office serves clients in the SHELBY metropolitan area and surrounding communities.
How does Jason Daniel Gragg charge for services?
Jason Daniel Gragg's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GRAGG & GRAGG, L.L.P.?
GRAGG & GRAGG, L.L.P. has approximately 12 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SHELBY
Gary Bryon Gragg — GRAGG & GRAGG, L.L.P.
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
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