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Kevin Jordan Graham

Plancorp, LLC

Saint Louis, MO

Tinley Park, IL

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Current Employers
Plancorp, Llc

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-07
  • IL RA
    APPROVED
    Since 2026-07-07

Branch Locations

540 Maryville Centre Drive Suite 105, Saint Louis, MO 63141-5829 • United States

Tinley Park, IL • 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
Zacks Investment Management Chicago IL 09/2016 10/2020
Lbmz Securities, Inc. Chicago IL 05/2016 10/2020
E*Trade Securities Llc Chicago IL 03/2021 05/2021
E*Trade Capital Management Llc Chicago IL 03/2021 05/2021
Unemployed Crete IL 10/2020 02/2021
Sentinus-Halo Securities, Llc Chicago IL 05/2021 05/2023
Sentinus, Llc Oakbrook IL 05/2021 05/2023
Zacks Investment Management, Inc. Chicago IL 10/2023 12/2025
Unemployed Crete IL 05/2023 10/2023
Lbmz Securities, Inc. Chicago IL 02/2024 12/2025
Cibc Private Wealth Chicago IL 01/2026 03/2026
Plancorp, Llc Tinley Park IL 04/2026 Present
  • 09/2016 → 10/2020
    Zacks Investment Management
    Chicago, IL
  • 05/2016 → 10/2020
    Lbmz Securities, Inc.
    Chicago, IL
  • 03/2021 → 05/2021
    E*Trade Securities Llc
    Chicago, IL
  • 03/2021 → 05/2021
    E*Trade Capital Management Llc
    Chicago, IL
  • 10/2020 → 02/2021
    Unemployed
    Crete, IL
  • 05/2021 → 05/2023
    Sentinus-Halo Securities, Llc
    Chicago, IL
  • 05/2021 → 05/2023
    Sentinus, Llc
    Oakbrook, IL
  • 10/2023 → 12/2025
    Zacks Investment Management, Inc.
    Chicago, IL
  • 05/2023 → 10/2023
    Unemployed
    Crete, IL
  • 02/2024 → 12/2025
    Lbmz Securities, Inc.
    Chicago, IL
  • 01/2026 → 03/2026
    Cibc Private Wealth
    Chicago, IL
  • 04/2026 → Present
    Plancorp, Llc
    Tinley Park, IL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2016-09-23
S65 Uniform Investment Adviser Law Examination 2016-05-27
  • S63 Uniform Securities Agent State Law Examination
    2016-09-23
  • S65 Uniform Investment Adviser Law Examination
    2016-05-27
Other Names
  • Kevin Jordan Graham
  • Kevin J Graham

View on SEC IAPD

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CLARIS ADVISORS, LLC
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UMB FINANCIAL SERVICES, INC.
KEB WEALTH ADVISORS
LARSON FINANCIAL GROUP, LLC

Other Investors

James Edward Phelps
JASON TSCHUDY
JOANN MICHELLE JOLLY
KRISTIE LYNN DANIEL
CHRISTOPHER Jordan HOOKER
BETH ANN ANDERSON
CAROLYN SMITH LINK
CRAIG WILLIAM MARKHAM

Other Offices

&PARTNERS · Saint Louis, MO
CETERA INVESTMENT ADVISERS LLC · ST LOUIS, MO
CLARIS ADVISORS, LLC · ST. LOUIS, MO
MORGAN STANLEY · St. Louis, MO
M HOLDINGS SECURITIES, INC. · ST. LOUIS, MO
UMB FINANCIAL SERVICES, INC. · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO
KEB WEALTH ADVISORS · ST. LOUIS, MO

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