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Jason Daniel Gragg

Gragg Financial

Shelby, NC

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Current Employers
Gragg Financial

Nine East Marion Street, Shelby, NC 28150 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-11-18
NC RA APPROVED 2025-11-04
SC RA APPROVED 2025-11-04
  • FL RA
    APPROVED
    Since 2025-11-18
  • NC RA
    APPROVED
    Since 2025-11-04
  • SC RA
    APPROVED
    Since 2025-11-04

Branch Locations

Nine East Marion Street, Shelby, NC 28150 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gragg Financial Shelby NC 01/2000 Present
Cps Investment Advisors Lakeland FL 03/2017 09/2025
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-17
  • S65 Uniform Investment Adviser Law Examination
    1999-12-17
Designations
Other Names
  • Jay Gragg

View on SEC IAPD

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