JG
Jay D. Graham
ACRYLIC FINANCIAL
Amarillo, TX 79110
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CRD#: 1682029
JG
Professional summary
Jay Don Graham is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Amarillo, Texas.
Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1987. Jay has worked at 7 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The Name of the other business: Retirement Security Advisors
Investment Related?: Yes
Address of other business:4082 Business Park Dr, Amarillo, TX 79110
Nature of other business: Life Insurance and Annuities
Your position:Agent/Owner
Start Date:10/2008
How many hours you devote to the other business per month:200
How many hours you devote to the other business during securities trading hours: 6.5
Briefly describe your duties:Life Insurance and Annuities Agent
CRS (Client Relationship Summary) - RIA
Click below to view Jay Don Graham's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 9, 2023 - Present
ACRYLIC FINANCIAL, INC.
Office #1: 4082 Business Park Dr., Amarillo, TX 79110RIA
CRD#: 288263
Amarillo, TX
Past
June 30, 2017 - June 26, 2023
FOUNDATIONS INVESTMENT ADVISORS LLC
RIA
CRD#: 175083
Amarillo, TX
Past
May 19, 2016 - July 5, 2017
HORTER INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 119880
Amarillo, TX
Past
May 5, 2000 - January 5, 2006
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
CANYON, TX
Past
October 26, 1989 - March 19, 1990
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
Past
October 26, 1989 - March 19, 1990
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
Past
July 1, 1987 - October 3, 1989
AMERICAN GENERAL SECURITIES INCORPORATED
BD
CRD#: 13626
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(5/9/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ACRYLIC FINANCIAL, INC.
CRD#: 288263Amarillo, TX 79110TRUST BUT VERIFY
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