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Jason Daniel Gragg

GRAGG & GRAGG, L.L.P.·SHELBY, North Carolina
Series 65Clean record9 years registeredGRAGG & GRAGG, L.L.P.
NINE EAST MARION STREET, SHELBY, NC 28150CRD# 4476412Firm CRD# 110592

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Daniel Gragg · SHELBY, NC
Registration
CRD #4476412 · GRAGG & GRAGG, L.L.P. · 9 years registered
Brand Profile
Not yet started
01

Career History

GRAGG FINANCIAL
Nov 2025 – present
CPS INVESTMENT ADVISORS
Jun 2017 – Dec 2025
Shelby, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · June 7, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
GRAGG & GRAGG, L.L.P.
CRD 110592 · SEC 801-119435
AUM
$204M
Regulatory assets under management
Employees
12
513 client accounts
Services offered by GRAGG & GRAGG, L.L.P.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at GRAGG & GRAGG, L.L.P. →
Introduction

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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 at GRAGG & GRAGG, L.L.P.

Gary Bryon Gragg
SHELBY, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (332)RALEIGH (174)GREENSBORO (75)ASHEVILLE (54)CHAPEL HILL (38)DURHAM (37)WILMINGTON (29)WINSTON-SALEM (26)CORNELIUS (14)CARY (13)
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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