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Jeffrey G
Series 63, Series 65
Henrico, VA
Ameritas Advisory Services, LLC
Jeffrey Graves is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes roles at Ameritas Investment Corp, Ameritas Life Insurance Corp, Penn Mutual Life Insurance, Hornor Townsend & Kent Inc, MML Investors Services, Inc., and Mass Mutual. He is also the owner of a property and casualty insurance brokerage, Capital Financial Property & Casualty LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account programs and integrates multiple custodial platforms while employing an investment committee and third-party partners to support portfolio construction and management.
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