Jaime L. Graham

PHIL A. YOUNKER & ASSOCIATES, LTD.

Fairbanks, AK

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CRD#: 5052959

Professional summary

Jaime Lynn Graham, who also goes by Jamie Graham, is a registered financial advisor currently at PHIL A. YOUNKER & ASSOCIATES, LTD. located in Fairbanks, Alaska.

Jaime is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jaime has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jamie Graham

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaime Lynn Graham'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®

None

Experience

Current

December 22, 2020 - Present

PHIL A. YOUNKER & ASSOCIATES, LTD.

RIA

CRD#: 311775

Fairbanks, AK

Past

January 29, 2018 - December 31, 2020

ABRIDGE PARTNERS, LLC

RIA

CRD#: 145599

Fairbanks, AK

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".

PHIL A. YOUNKER & ASSOCIATES, LTD.

CRD#: 311775 / SEC#: 801-119995

RIA

Registered Investment Advisory firm - (12/18/2020 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

Alaska
(12/22/2020)

IAR

Texas
(12/22/2020)

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: 1/29/2018

Uniform Investment Adviser Law Examination

Current Firm

PHIL A. YOUNKER & ASSOCIATES, LTD.

CRD#: 311775 / SEC#: 801-119995

RIA

Registered Investment Advisory firm - (12/18/2020 Approved)

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Contact information

Main Address

Fairbanks, AK

Mailing Address

Phone number

(907) 452-4250

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 (1/15/2025)

Regulatory assets under management

Total Number of Accounts	299
AUM (Assets Under Management)	$ 138,505,115

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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Jaime L. Graham

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jaime Lynn Graham's CRS (Customer Relationship Summary).

Certified licenses

Experience

PHIL A. YOUNKER & ASSOCIATES, LTD.

ABRIDGE PARTNERS, LLC

Primary Firm SEC Registration

PHIL A. YOUNKER & ASSOCIATES, LTD.

State Registrations and Notice Filings

Exams

Series 65

Date: 1/29/2018

Current Firm

PHIL A. YOUNKER & ASSOCIATES, LTD.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PHIL A. YOUNKER & ASSOCIATES, LTD.

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