John
Light

Graves Light Lenhart

CRD#4601293
Investment Advisor
in Harrisonburg, VA

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About this Advisor

John Light is a financial advisor based in Harrisonburg, Virginia, working with Graves Light Lenhart. John has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Graves-Light Private Wealth Management, Inc. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in South Carolina and Virginia. Currently, John is part of Graves Light Lenhart, which operates out of Harrisonburg, Virginia. The firm has 1 office and 10 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Graves Light Lenhart includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets

Office Location

100 South Mason Street,Suite C
Harrisonburg, VA 22801

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Graves Light Lenhart Brokerage Details

Total Assets Under Management

$1,086,150,779

VA Average: $1,835,309,194
Total Number of Employees

10

VA Average: 32
Total Number of Accounts

1,141

VA Average: 1,458
Average Account Size

$951,929

VA Average: $1,258,785

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters

John Light Work History

2018 - Present (6 years)

Graves-Light Private Wealth Management, Inc

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2009 - 2016 (7 years)

Wells Fargo Advisors LLC

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Disclosures

Please visit the SEC profile of John Light 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 Graves Light Lenhart

Ashley Heatwole
Harrisonburg, VA
Asa Graves
Harrisonburg, VA
Asa Graves
Harrisonburg, VA
John Light
Harrisonburg, VA
Nicholas Perrine
Harrisonburg, VA
Jeffrey Lenhart
Harrisonburg, VA
Jason Fink
Merrifield, VA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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