Jeb Graham, CEBS, CIMA®, CPFA

Jeb Graham, CEBS, CIMA®, CPFA

Principal,
Financial Advisor

  • Clearwater, FL
  • Hillbilly Elegy | Wicked
  • Bill Clinton, George W. Bush, and Lebron James
  • 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 is a retirement plan advisor who works out of the Tampa, FL office. 

James (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, financial advisor responsible for providing retirement plan, investment advisory services for fiduciaries of corporate retirement plans, and higher education and non-profit 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

  • 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

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