Kevin Jordan Graham

Employer firm

Plancorp, LLC CRD 106599

$10.6B regulatory AUM 25 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

• 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

• 2026-02-04 → 2026-04-06
  Cibc Private Wealth Advisors, Inc.
  Chicago, IL
• 2023-11-02 → 2026-02-06
  Zacks Investment Management, Inc.
  Chicago, IL
• 2021-06-03 → 2023-05-15
  Rothschild Wealth Llc
  Oakbrook, IL
  Chicago, IL
• 2021-03-03 → 2021-05-25
  Harrisdirect Llc
  Arlington, VA
  Chicago, IL
• 2016-05-27 → 2020-10-05
  Zacks Investment Management, Inc.
  Chicago, IL

Exams

• 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