Advisor at B.B. Graham & Company, Inc.
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.
Location
Monroe, OR
Credentials
Series 63, Series 65
Industry experience
30 years
Jeffre Reininger is a financial advisor at B.B. Graham & Company, Inc. in Monroe, Oregon, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Capital Financial Services. Outside of his advisory role, he is the owner of Willamette Valley Retirement Services, where he sells fixed insurance products as a licensed life insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring, often managing assets on a non-discretionary basis and utilizing third-party asset managers and wrap programs.
Based on B.B. Graham & Company, Inc.
Based on B.B. Graham & Company, Inc.
Flat fees may be charged for financial planning services
Brokerage commissions may be charged on securities transactions through BBG's broker-dealer services; 12b-1 fees may also be received
Financial planning hourly fees starting at $50/hour, negotiable
Account minimum: $50,000 Minimum fee: Minimum fee may be charged; fees are negotiable and may vary Fee-only: Fees are generally negotiated based on investable assets; financial planning fees are hourly or flat fees
Monroe, OR
California · Oregon
B.B. Graham & Company
2019 - Present (7 years)
Woodbury Financial Services, inc.
2019 - 2019 (1 year)
Woodbury Financial Services, inc.
2019 - 2019 (1 year)
Questar Asset Management
2018 - 2019 (1 year)
Questar Capital Corporation
2018 - 2019 (1 year)
Capital Financial Services, Inc
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Junction City, OR
Fidelity
Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.
CFP®, Series 66
Coburg, OR
Edward Jones
Series 66
Junction City, OR
Edward Jones
Series 66
Junction City, OR
Edward Jones
Series 66
Junction City, OR
Edward Jones
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