James Harrison Graver

Current Employers

Employment History

• 02/2009 → 06/2017
  Wachovia Securities Financial Network, Llc (11025)
  Dublin, OH
• 06/2017 → 04/2021
  G2 Capital Management, Llc
  Columbus, OH
• 06/2017 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY
• 01/2021 → Present
  Graver Capital Management, Llc
  Columbus, OH

Previous Registrations

• 2017-06-06 → 2021-03-31
  G2 Capital Management, Llc
  Columbus, OH
• 2009-02-10 → 2017-06-13
  Wells Fargo Advisors Financial Network, Llc
  Dublin, OH
• 2006-05-04 → 2009-02-11
  Osaic Services, Inc.
  Phoenix, AZ
• 2001-10-18 → 2006-08-16
  Preferred Capital Management
  Dublin, OH
• 2001-06-05 → 2006-05-02
  Raymond James Financial Services, Inc.
  Dublin, OH
  Dublin, OH

Other Businesses

1) JAMES GRAVER IS DUALLY-REGISTERED AS AN INVESTMENT ADVISOR REPRESENTATIVE WITH GRAVER CAPITAL MANAGEMENT, LLC ("GRAVER CAPITAL" - SINCE 01/2021) AND AS A REGISTERED REPRESENTATIVE WITH PURSHE KAPLAN STERLING INVESTMENTS, INC. ("PKS" - SINCE 06/2017). BUSINESS IS CONDUCTED FROM 1550 OLD HENDERSON ROAD, SUITE E-273, COLUMBUS, OH 43220. APPROXIMATELY 90% OF MR. GRAVER'S TIME IS FOR SERVICES AS AN INVESTMENT ADVISOR REPRESENTATIVE. GRAVER CAPITAL AND PKS ARE NOT AFFILIATED. 2. State Bank & Trust Company. Non-Investment Related. 4080 W. Dublin Granville Road, Dublin, OH 43017. Bank, Member of State Bank Regional Advisory Board. Start 6/2021. 1hr/mo, during trading hours. Attend bi-monthly meetings. 3. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/Traditional Insurance. 4/2024. 1 hr/month with 1 hr during trading hours. Provide insurance advice based on the needs of clients. 4. Trustee For John F Graver Sr Trust. Investment related. P.O. Box 628290, Orlando FL 32862. Trust related services. Trustee/Beneficiary/Investment manager. Start date: 01/2025. 25 hrs/month; 1 during trading hours. Act as Trustee of Trust and also Investment manager of trust investment accounts held at Charles Schwab

Exams

• S66 Uniform Combined State Law Examination
  2006-01-23
• S63 Uniform Securities Agent State Law Examination
  1997-03-05

Other Names

• Jamie Graver