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James Richard Graham

Betterwealth LLC

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About James Richard Graham

James Graham is a financial advisor with over 20 years of experience in the industry. James is registered with Betterwealth LLC and has a Series 7, 6 and 63 license. James is located in San Jose, California and is currently registered with the state of California, Texas and Utah. James has a strong background in financial planning, portfolio management and pension consulting. James specializes in providing advice to individuals, high-net-worth individuals, and pension and profit-sharing plans.

Firm Information

James Graham is currently registered with Betterwealth LLC. Betterwealth LLC is an investment advisor headquartered in San Jose, CA, with approximately $501.7 million in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans.
Betterwealth LLC

1475 SARATOGA AVENUE

SAN JOSE, CA 95129

$501.73M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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James Graham’s Registration & Firm History

UT

04/22/2024 - Present

Betterwealth LLC (Elk Ridge UT)

IA

03/17/2004 - 01/27/2005

CAMBRIDGE INVESTMENT RESEARCH, INC. (FAIRFIELD IA)

CA

04/01/1996 - 11/06/1996

UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)

NA

05/02/1994 - 04/01/1996

BANCAL INVESTMENT SERVICES, INC.

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Licenses & Designations

BC

Issued 02/02/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/16/2004

Series 7 - General Securities Representative Examination

BC

Issued 04/29/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Richard Graham.
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