Kevin Jordan Graham
Investment Adviser Representative at Plancorp, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Kevin Jordan Graham is an investment adviser representative with Plancorp, LLC in Tinley Park, IL, where they have been registered since 2026. They have worked in the securities industry since 2017 and have been registered with 5 firms, including CIBC Private Wealth Advisors, Inc. and Zacks Investment Management, Inc. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
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.
- Zacks Investment ManagementSep 2016 – Oct 2020Chicago, IL
- LBMZ Securities, Inc.May 2016 – Oct 2020Chicago, IL
- E*TRADE Securities LLCMar 2021 – May 2021Chicago, IL
- E*TRADE Capital Management LLCMar 2021 – May 2021Chicago, IL
- UnemployedOct 2020 – Feb 2021Crete, IL
- Sentinus-halo Securities, LLCMay 2021 – May 2023Chicago, IL
- Sentinus, LLCMay 2021 – May 2023Oakbrook, IL
- Zacks Investment Management, Inc.Oct 2023 – Dec 2025Chicago, IL
- UnemployedMay 2023 – Oct 2023Crete, IL
- LBMZ Securities, Inc.Feb 2024 – Dec 2025Chicago, IL
- CIBC Private WealthJan 2026 – Mar 2026Chicago, IL
- Plancorp, LLCApr 2026 – no end date reportedTinley Park, IL
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Plancorp, LLC
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
- Estimated blended rate
- 0.01
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
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 51
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Saint Louis, MO
- SEC file number:
- 801-20398
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kevin Jordan Graham 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.
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