JG
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
225 clients
Average Client Portfolio
$912K average
Assets Under Management
$205.2M
Fee Structure
This brochure supplements the Gragg Financial brochure. Refer to the Gragg Financial brochure for fee information.
Loading...
Advisor Information
Office location
Nine East Marion Street, Shelby, NC, 28150
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Gragg Financial
November 2025 - Present · 2 mos
Cps Investment Advisors
June 2017 - Present · 8 yrs 7 mos
State Registrations3 states
FLNCSC
Advisor
Exams
No exam information available for this advisor.