Jim
Gravgaard

Infinex Investments, Inc

CRD#5672771
Investment Advisor
in White Stone, VA

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About this Advisor

Jim Gravgaard is a financial advisor operating in White Stone, Virginia with a total of 8 years of relevant experience. Gravgaard is an employee of Infinex Investments, Inc. During their career, Gravgaard has held roles at Suntrust Investment Services, Inc, Infinex Investments, Inc, Essex Bank and Virginia Asset Group. Gravgaard holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Maryland and Virginia. Infinex Investments, Inc is a registered investment company based out of Meriden, CT. The investment advisory business has offices in 531 locations and a total of 764 people on staff. It handles $3 billion in total assets among its 8,831 client accounts, placing it among the biggest firms in the nation by assets under management. The firm serves 78 charities and foundations. Infinex Investments, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. A financial advisor's fee schedules typically depend on which services the firm provides the client. Fees billed by Infinex Investments, Inc can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

645 Rappahannock Drive
White Stone, VA 22578

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Infinex Investments, Inc Brokerage Details

Total Assets Under Management

$2,814,653,668

VA Average: $5,297,377,271
Total Number of Employees

764

VA Average: 35
Total Number of Accounts

8,831

VA Average: 690
Average Account Size

$318,724

VA Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Jim Gravgaard Work History

Jim has been registered as a financial advisor for 8 years.*

2021 - Present (3 years)

Virginia Asset Group

2015 - Present (9 years)

Infinex Investments, Inc

2015 - 2021 (6 years)

Essex Bank

2013 - 2015 (2 years)

Suntrust Investment Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jim Gravgaard to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Infinex Investments, Inc

John Dennis
Kill Devil Hills, NC
Clara Laurent
Wauchula, FL
Peter Klarides
New York, NY
Christopher Wentzell
Florence, SC
Clayton Benway
Minneapolis, MN
Amanda Robbins
Ellsworth, ME
Jeffrey White
Fletcher, NC

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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