3 weeks ago
Barron’s Honors 17 CAPTRUST Institutional Advisor Teams
For this ranking, Barron’s recognizes the nation’s top teams specializing...
- With CAPTRUST Since 2017
- 813.218.5008
-
400 North Tampa St
#1800
Tampa, FL 33602
Jeb Graham, CEBS, CIMA®, CPFA
Principal,
Financial Advisor
- Indian Rocks Beach, FL
- American Dialogue: The Founders and Us by Joseph J. Ellis
- Lebron James, Chris Berman, and John Adams
- Go where the puck is going to be, not where it is. | Life is too short to drink crappy beer.
- Honesty, accountability, humility, respect, and understanding of others
Financial Advisors
Jeb Graham is an institutional retirement plan financial advisor based in Tampa, FL.
Jeb joined CapTrust Advisors in Tampa in 2005. He became part of CAPTRUST in 2017 when CapTrust Advisors joined CAPTRUST. Jeb is currently a principal and financial advisor responsible for providing retirement plan investment advisory services for fiduciaries of corporate retirement plans, as well as for higher education and nonprofit clients. Previously, Jeb worked as a vice president and national director of retirement plan consulting at Raymond James Financial. He has worked in the industry since 1984.
Education
- Bachelor of Science degree in business administration with a concentration in finance from the University of Central Florida
- Master of Business Administration from the University of Tampa, John H. Sykes College of Business
Industry Designations
- Certified Employee Benefit Specialist
- Certified Investment Management Analyst®
- Certified Plan Fiduciary Advisor
Awards & Recognition
- Barron’s Top Institutional Consultants | 2021 (Team Bailey)
- Financial Times 401 Top Retirement Plan Advisor | 2018
- PLANSPONSOR Magazine Plan Advisor of the Year | 2013
- NAPA Top DC Advisor Teams | 2019 (CAPTRUST Tampa)
Industry Involvement
- Committee member, NAPA Summit Steering Committee
- Council member, NAPA Leadership Council, 2014-2017
- Former board member, Florida West Coast Employee Benefits Council Board member
- Former committee member, ASPPA 401(k) Summit, Conference Committee
- Former committee member, ASPPA Government Affairs Committee Industry Regulations
- Former committee member, Securities Industry Association, Savings and Retirement Committee
News & Resources
Retirement Plans
Retirement Plans
2 months ago
CAPTRUST Named NAPA’s Top DC Advisor Multi-Office Firm
The National Association of Plan Advisors (NAPA) has announced the...
Retirement Plans
2 months ago
26 CAPTRUST Teams Named to NAPA’s Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) named 26 CAPTRUST...
Resources
2 months ago
President Biden Signs the American Rescue Plan
This $1.9 trillion coronavirus relief package is designed to accelerate...
