Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Performance based fees pd to gps of affiliated entities
1
2
PA
01/02/2025 - Present
Allegheny Financial Group Ltd. (PITTSBURGH PA)
PA
08/31/2006 - 03/29/2007
FIRST INVESTORS CORPORATION (CANONSBURG PA)
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
Active
Inactive
F
FINRA
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