Jason D. Graham
Professional summary
Jason Donald Graham is a registered financial professional currently at P.J. ROBB VARIABLE, LLC located in Harrisburg, Pennsylvania.
Jason is registered as a RR (Registered Representative) and started their career in finance in 2001. Jason has worked at 7 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Jason Donald Graham's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 10, 2024 - Present
P.J. ROBB VARIABLE, LLC
Office #1: 4135 North Front Street, Harrisburg, PA 17110April 16, 2019 - November 3, 2021
THE O.N. EQUITY SALES COMPANY
February 12, 2008 - February 11, 2019
HORNOR, TOWNSEND & KENT, LLC
February 1, 2008 - February 11, 2019
HORNOR, TOWNSEND & KENT, LLC
May 11, 2007 - September 12, 2007
OSAIC FS, INC.
May 1, 2007 - September 12, 2007
OSAIC FS, INC.
April 4, 2005 - April 25, 2007
TRUIST INVESTMENT SERVICES, INC.
April 1, 2005 - April 25, 2007
TRUIST INVESTMENT SERVICES, INC.
March 24, 2004 - July 21, 2004
CHARLES SCHWAB & CO., INC.
June 23, 2003 - February 20, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 8, 2001 - February 20, 2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(10/10/2024)
Exams
Series 7TO
Date: 10/15/2023
General Securities Representative ExaminationSeries 6TO
Date: 10/15/2023
Investment Company Products/Variable Contracts Representative ExaminationFINRA
Current Firm
P.J. ROBB VARIABLE, LLC
CRD#: 38339 / SEC#: , 8-48197
Contact information
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CRUMP LIFE INSURANCE SERVICES, LLC | OWNER | |
| COLLINS, HEATHER MARIE | ASSISTANT TREASURER AND PRINCIPAL OPERATIONS OFFICER | 5851459 |
| CORDLE, COYE BAXTER III | CHIEF COMPLIANCE OFFICER, AML OFFICER & PRIVACY OFFICER | 4544954 |
| HARRISON, BRUCE ANDREW | PRESIDENT, CEO AND CHAIRMAN OF THE BOARD / DIRECTOR | 2232934 |
| MERCHANT, JEFFREY S | CHIIEF FINANCIAL OFFICER / TREASURER / PRINCIPAL FINANCIAL OFFICER / DIRECTOR | 4668892 |
| SCHUYLER, JOHN EDWIN | SECRETARY AND DIRECTOR | 1056044 |
| STAHLNECKER, ERIN ELIZABETH | ALTERNATE PRINCIPAL OPERATIONS OFFICER | 6606934 |
Red Flags
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Company Information
P.J. ROBB VARIABLE, LLC
CRD#: 38339Harrisburg, PA 17110TRUST BUT VERIFY
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