Jonathan Ian Graham

Employer firm

United Capital Financial Advisors CRD 134600

$24.6B regulatory AUM 160 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2020 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 02/2020 → 03/2020
  Nift Networks, Inc
  College Station, TX
• 08/2019 → 02/2020
  Edward Jones
  Coppell, TX
• 06/2019 → 08/2019
  Edward Jones
  Coppell, TX
• 08/2016 → 05/2020
  Texas A & M University
  College Station, TX
• 06/2017 → 08/2018
  Moviehouse & Eatery
  Flower Mound, TX
• 05/2020 → 08/2021
  Equitable Advisors, Llc
  New York, NY
• 12/2021 → Present
  United Capital
  Newport Beach, CA
• 08/2021 → 12/2021
  Unemployed
  Corinth, TX
• 02/2024 → 03/2025
  Lion Street Financial
  Irving, TX

Previous Registrations

• 2020-11-17 → 2021-08-27
  Equitable Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-11-16
• S63 Uniform Securities Agent State Law Examination
  2020-09-29