Joseph P. Gravino

CALIBER WEALTH MANAGEMENT

OVERLAND PARK, KS 66211

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CRD#: 2468532

Professional summary

Joseph Patrick Gravino Jr., CFP®, who also goes by Joseph Patrick Gravino Jr, Joseph Gravino Jr, is a registered financial advisor currently at CALIBER WEALTH MANAGEMENT, LLC located in Overland Park, Kansas.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Joseph Patrick Gravino Jr | Joseph Gravino Jr

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.

(1)Name of Business: Financial Solutions Address: 9393 W 110th St Bldg 51 5th Flr Ste 556, Overland Park, KS, 66213, United States Activity Type: Support Company - Owner Position/Title: Associate/Employee, Other Investment Related: No Start Date: 07/09/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial planning and investment related activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Patrick Gravino Jr.'s CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2000

Experience

Current

January 29, 2025 - Present

CALIBER WEALTH MANAGEMENT, LLC

Office #1: 6201 College Blvd Suite 650, Overland Park, KS 66211

RIA

CRD#: 331165

OVERLAND PARK, KS

Past

October 4, 2022 - January 16, 2024

KEATING FINANCIAL ADVISORY SERVICES

RIA

CRD#: 142772

OVERLAND PARK, KS

Past

January 2, 2009 - February 28, 2025

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

Naples, FL

Past

July 18, 2006 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

Overland Park, KS

Past

July 14, 2006 - February 28, 2025

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

Overland Park, KS

Past

September 19, 1995 - July 21, 2006

PIPER SANDLER & CO.

RIA

CRD#: 665

LEAWOOD, KS

Past

April 27, 1994 - July 21, 2006

PIPER SANDLER & CO.

CRD#: 665

LEAWOOD, KS

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".

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

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

Florida
(3/10/2025)

IAR

Kansas
(1/29/2025)

IAR

Texas
(1/31/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/23/1994

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/2/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 3/26/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 4/25/1994

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 10/3/2006

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 9/25/2006

General Securities Sales Supervisor - Options Module Examination

Current Firm

CALIBER WEALTH MANAGEMENT, LLC

CRD#: 331165 / SEC#: 801-130677

RIA

Registered Investment Advisory firm - (7/15/2024 Approved)

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Contact information

Main Address

6201 College Blvd Suite 650, Overland Park, KS 66211

Mailing Address

Phone number

(913) 303-3920

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALIBER WEALTH MANAGEMENT, LLC - ADV PART 2A (7/22/2025)

Regulatory assets under management

Total Number of Accounts	4,598
AUM (Assets Under Management)	$ 1,168,700,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Joseph P. Gravino

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Patrick Gravino Jr.'s CRS (Customer Relationship Summary).

Certified licenses

Experience

KEATING FINANCIAL ADVISORY SERVICES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

PIPER SANDLER & CO.

PIPER SANDLER & CO.

Primary Firm SEC Registration

CALIBER WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/1994

Series 63

Date: 5/2/1994

SIE

Date: 10/1/2018

Series 31

Date: 3/26/2004

Series 7

Date: 4/25/1994

Series 10

Date: 10/3/2006

Series 9

Date: 9/25/2006

Current Firm

CALIBER WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALIBER WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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