Jaimie Chan
Investment Adviser Representative at B.b. Graham & Company, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jaimie Chan is an investment adviser representative with B.b. Graham & Company, Inc. in Orange, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- BB Graham & Co.Mar 2025 – no end date reportedOrange, CA
- Marie Callendar'sAug 2020 – no end date reportedAzusa, CA
- Healthpeak PropertiesJun 2024 – Aug 2024Irvine, CA
- StudentAug 2015 – May 2025Glendora, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About B.b. Graham & Company, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Transactions & Commissions, Fee-Based Advisory, Direct Sales (Insurance & Securities), Dual or Hybrid business models, as well as Clearing Partner, Operations, Compliance, Investment Options, Fee Based Solutions, Marketing, Transition Services, Technology, Research, Training & Development, Client Access, E&O Insurance, Succession Planning, practice acquisition, and services for Broker/Dealers or RIAs.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 7
- Main office:
- Orange, CA
- SEC file number:
- 801-106968
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of October 1, 2026
View full firm profileOther advisors at B.b. Graham & Company, Inc.
Showing 12 of 29 in the directory
Similar advisors in Orange, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jaimie Chan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched