James William Graves

Employer firm

Wealthcare Advisory Partners LLC CRD 171976

$8.29B regulatory AUM

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

• 04/2016 → 03/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 04/2016 → 03/2020
  Bank Of America, N.A.
  Wayne, PA
• 03/2020 → Present
  Wealthcare Advisory Partners, Llc Dba Joppa Mill Advisor
  Philadelphia, PA

Previous Registrations

• 2016-04-26 → 2020-03-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Wayne, PA
• 2013-06-07 → 2014-09-05
  Whitford Advisory Services, Llc
  Paoli, PA
• 2013-02-11 → 2013-02-15
  Persimmon Capital Management Lp
  Blue Bell, PA
• 2005-11-14 → 2008-05-09
  Morgan Stanley Investment Advisors Inc.
  New York, NY
• 2003-12-11 → 2004-03-03
  Kelleher Financial Advisors, Llc
  New York, NY

Other Businesses

Morgan Stanley Private Markets Fund Employee Investors III LP; 100 Front St W. Conshohocken, PA 19426; Investment-related; Private Equity LP; Partner; No duties; No compensation; No time spent on this activity; No time spent during trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  2014-07-03
• S65 Uniform Investment Adviser Law Examination
  2013-04-09

Designations

• Certified Financial Planner