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Jason Richard Graybill

Carret Asset Management, LLC

Denver, CO

New York, NY

CRD 2718603

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Employer firm

Carret Asset Management, LLC CRD 131445

$3.46B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)

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

Current Employers
Carret Asset Management, Llc

360 Madison Avenue 20Th Floor, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2018-03-28
  • CO RA
    APPROVED
    Since 2018-03-28

Branch Locations

201 Milwaukee Street Suite 200, Denver, CO 80206 • United States

360 Madison Avenue 20Th Floor, New York, NY 10017 • 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
Carret Asset Management, Llc New York NY 05/2008 Present
Previous Registrations
Other Businesses

JRG REALTY, LLC, 16 KESWICK PATH, MEDFORD NJ 08055. REAL ESTATE INVESTMENTS, 60% OWNER BEGUN 9/30/05., DEVOTES 5 HOURS/MONTH, NO HOURS DURING SECURITIES TRADING HOURS.

Designations
  • Chartered Financial Analyst

View on SEC IAPD

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