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Jason E Graper

Allegheny Financial Group Ltd.

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About Jason E Graper

Jason Graper is a registered representative with Allegheny Financial Group Ltd., a firm that provides financial advisory services to individuals, businesses, and pooled investment vehicles. Jason has been in the financial industry since 2007 and is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Jason also holds the Certified Financial Planner (CFP) designation. Jason has a wide range of experience in the financial services industry, including experience in portfolio management, financial planning, and investment advising. Jason has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Jason Graper is currently registered with Allegheny Financial Group Ltd.. Allegheny Financial Group Ltd. is a registered investment advisor based in Pittsburgh, Pennsylvania. The firm provides financial planning and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and pooled investment vehicles. They manage over $4.4 billion in assets, with a focus on providing personalized, comprehensive financial solutions.
Allegheny Financial Group Ltd.

STONE QUARRY CROSSING

PITTSBURGH, PA 15237

$4.47B

Assets Under Management

50

Total Clients

4

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Performance based fees pd to gps of affiliated entities

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Jason Graper’s Registration & Firm History

PA

01/02/2025 - Present

Allegheny Financial Group Ltd. (PITTSBURGH PA)

PA

08/31/2006 - 03/29/2007

FIRST INVESTORS CORPORATION (CANONSBURG PA)

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Licenses & Designations

IA

Issued 08/25/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/07/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/02/2012

Series 7 - General Securities Representative Examination

BC

Issued 08/30/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason E Graper.
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