Gerald Allen Graham

Current Employers

Employment History

• 09/2017 → Present
  Cetera Advisors Llc
  Denver, CO
• 10/2015 → 09/2017
  Cetera Advisors Llc
  Centennial, CO
• 05/2017 → 08/2017
  Alpine Cowboys Baseball Club
  Alpine, CO
• 01/2015 → Present
  Gray Home Books
  Centennial, CO
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 07/2025 → Present
  The Timberline Group, Llc
  Aurora, CO
• 04/2026 → Present
  Timberline Wealth Management Llc
  Aurora, CO
• 05/2026 → Present
  Timberline Wealth
  Denver, CO

Other Businesses

(1) GRAY HOME BOOKS, NOT INVESTMENT RELATED, 16748 E SMOKY HILL RD, STE 320, CENTENNIAL., CO, 80015, BOOKS, STARTED 2015, POSITION/TITLE/RELATIONSHIP: OWNER/AUTHOR, APX 1HOURS PER WEEK, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: AUTHOR, WRITER, EDITOR, PUBLISHER. 2) NAME OF OTHER BUSINESS: THE TIMBERLINE GROUP, LLC; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 7/2025, POSITION/TITLE/RELATIONSHIP: CO-OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; (3) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FIXED INSURANCE ; START DATE: 09/2019 ; APX NUMBER OF HOURS PER WEEK: 2 ; APX NUMBER OF HOURS DURING TRADING HOURS: 2 ; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT ; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE ; (4) NAME OF OTHER BUSINESS: TIMBERLINE WEALTH MANAGEMENT ; INVESTMENT RELATED: YES ; ADDRESS: SAME AS REGISTERED LOCATION ; NATURE OF BUSINESS: FINANCIAL SERVICES ; START DATE: 04/2020 ; POSITION/TITLE/RELATIONSHIP: REGISTERED REPRESENTATIVE ; APX NUMBER OF HOURS PER WEEK: 50 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 ; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING, SECURITIES AND INSURANCE ; (5) NAME OF OTHER BUSINESS: BEYOND TYPE 1, INVESTMENT RELATED: NO, ADDRESS: 400 CONCAR DR, SAN MATEO, CA 94402, NATURE OF BUSINESS: NON-PROFIT, START DATE:10/2024, POSITION/TITLE/RELATIONSHIP: SPOKESPERSON, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: PROVIDING TYPE 1 DIABETES AWARENESS AND EDUCATION; (6) NAME OF OTHER BUSINESS: TIMBERLINE WEALTH MANAGEMENT LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 04/2026; POSITION/TITLE/RELATIONSHIP: CO-OWNER; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL, ADVISORY AND INSURANCE SERVICES; (7) NAME OF OTHER BUSINESS: TIMBERLINE WEALTH; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 5/11/2026; POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2018-03-06

Other Names

• Gerald Allen Graham
• Jj Graham
• Jerry Graham