Colleen Marie Graff

Employer firm

Cabin Advisors, LLC CRD 312547

$220M regulatory AUM 50 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 03/2022
  Social Halo Media
  Ladera Ranch, CA
• 07/2008 → 05/2017
  Not Employed
  Aliso Viejo, CA
• 03/2021 → Present
  Cabin Securities Inc
  Overland Park, KS
• 06/2022 → Present
  Jcc Capital Markets Llc
  Laguna Niguel, CA
• 09/2022 → Present
  Cabin Advisors, Llc
  Overland Park, KS

Other Businesses

JCC Capital Markets LLC 30011 Ivy Glenn Dr. #220 Laguna Niguel CA 92677. Registered Principal, Investment Related Since June 2022, Investment Banking, Mergers and Acquisitions, Private Placements Cabin Securities Inc. 6240 W 135th Street. Ste 214 Overland Park, KS. Investment Related, Since March 2021, Registered Principal, Private placements of securities. Cabin Advisors, LLC 6240 W 135th Street Ste 214 Overland Park KS. Investment Related, Since September 2022, VP Operations, Registered Investment Advisor.

Exams

• S66 Uniform Combined State Law Examination
  2021-09-17
• S63 Uniform Securities Agent State Law Examination
  1999-08-20

Other Names

• Colleen Kellyjensen
• Colleen Jensen
• Colleen Jensen-Kelly
• Colleen Kelly
• Colleen Marie Kellyjensen
• Colleen Marie Kelly