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Jason Michael Gragg

Equitable Advisors, LLC

Kansas City, MO

Overland Park, KS

CRD 6359517

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Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-06-12
KS RA APPROVED 2023-10-04
  • MO RA
    APPROVED
    Since 2026-06-12
  • KS RA
    APPROVED
    Since 2023-10-04

Branch Locations

Kansas City, MO • United States

7400 W 110Th Street Suite 700, Overland Park, KS 66210 • 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
Jp Morgan Institutional Investments Inc. (Empower Financial Ser) Overland Park KS 06/2014 07/2023
Gwfs Equities, Inc. (Empower Financial Serices) Overland Park KS 09/2014 07/2023
Unemployed Kansas City KS 08/2023 09/2023
Equitable Advisors, Llc New York NY 09/2023 Present
  • 06/2014 → 07/2023
    Jp Morgan Institutional Investments Inc. (Empower Financial Ser)
    Overland Park, KS
  • 09/2014 → 07/2023
    Gwfs Equities, Inc. (Empower Financial Serices)
    Overland Park, KS
  • 08/2023 → 09/2023
    Unemployed
    Kansas City, KS
  • 09/2023 → Present
    Equitable Advisors, Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-11-03
S63 Uniform Securities Agent State Law Examination 2014-07-15
  • S66 Uniform Combined State Law Examination
    2020-11-03
  • S63 Uniform Securities Agent State Law Examination
    2014-07-15
Other Names
  • Jason Gragg
  • Jason Michael Gragg

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

More in Kansas City, MO

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