Jason Gragg
Advisor at Gragg Financial
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Gragg Financial
Location
Shelby, NC 28150
Credentials
PFS™, Series 65
Industry experience
8 years
About
Jason Gragg is a financial advisor at Gragg Financial with eight years of industry experience. He holds the PFS™ designation and Series 65 license. Prior to his current role, he worked at CPS Investment Advisors from 2017 to 2025. Gragg Financial provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, pension and profit-sharing plans, and corporations. The firm follows a value-driven investment philosophy and combines its advisory services with Certified Public Accounting, offering income tax and accounting services alongside investment management.
Client services
Based on Gragg Financial
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on Gragg Financial
General retirement planning
Income planning
General tax planning
Wealth management
Fee options
Financial planning and consulting may be charged on a fixed fee basis.
$0 - $3,000,000: 1.50% $3,000,000 - $5,000,000: 1.00% $5,000,000+: 0.75%
Financial planning and consulting fees range from $200-$400 per hour, depending on complexity and agreement.
Fee-only: Financial planning and consulting fees range from $200-$400 per hour, or fixed fee basis; may be waived for money management clients.
Location
Nine East Marion Street
Shelby, NC 28150
Most active in
Jason G has reported serving >5 clients in these states in the last 12 months.
Florida · North Carolina · South Carolina
Work history
CPS Investment Advisors
2017 - 2025 (8 years)
Gragg Financial
2000 - Present (26 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Gragg Financial
Keith M
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Chris G
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Lincolnton, NC
FIFTH THIRD SECURITIES, Inc.
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