RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Jebtha C. Graham
- Professional profile
- linkedin.com/in/jeb-graham-cfp%C2%AE-5253896reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- LPL Financial LLC BD affiliated currentsince Jun 20, 2025 · Overland Park, Ks
- The Wealth Consulting Group independent RIA currentsince Jul 14, 2023 · Las Vegas, Nv
- V Wealth Advisors LLC formerNov 30, 2011 to Dec 31, 2023 · Leawood, Ks
- Equitable Advisors, LLC national BDJan 4, 2005 to Dec 7, 2011 · Overland Park, Ks
- V Wealth Advisors LLC to The Wealth Consulting Groupleft Dec 31, 2023, registered Jul 14, 2023 (-170 days) · corporate re-registration, not a move
- Equitable Advisors, LLC to V Wealth Advisors LLCleft Dec 7, 2011, registered Nov 30, 2011 (-7 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address