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Jay Graham, Airc profile image

Jay Graham, Airc

Supervisor External Audit at Cambridge Investment Research, Inc.
Intro Book
Financial expert with 12+ years of experience in retirement planning, insurance, investments, and management.
  • Claim this Profile
Location
Norman, Oklahoma, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Retirement Planning
  • Insurance
  • Investments
  • Management
  • Fixed Annuities
  • Show all
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Bio

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Jay Graham is a seasoned financial professional with 12+ years of experience in the industry, holding certifications like AIRC, FINRA Series 24, and FINRA Series 66, with expertise in retirement planning, insurance, investments, and management.

Credentials

  • AIRC
    -
  • FINRA Series 24
    -
  • FINRA Series 66
    -
  • FINRA Series 7
    -

Experience

  • Cambridge Investment Research, Inc.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Supervisor External Audit
      • Mar 2024 - Present

    • Senior Branch Examiner
      • May 2023 - Mar 2024

  • Raymond James
    • Norman, Oklahoma, United States
    • Senior Adivisor, Compliance Branch Exams
      • Jul 2022 - May 2023
      • Norman, Oklahoma, United States

  • LPL Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Branch Examiner
      • Mar 2021 - Jul 2022

    • Branch Office Examiner
      • Aug 2017 - Mar 2021

  • Voya Financial
    • United States
    • Financial Services
    • 700 & Above Employee
    • OSJ Delegate
      • Aug 2005 - Aug 2017

    • Investment Adviser Representative
      • Aug 2005 - Aug 2017

  • Wall Street Brokerage
    • Norman, Oklahoma
    • Vice President of Marketing & Recruiting
      • Oct 2010 - Mar 2016
      • Norman, Oklahoma

  • Order-Matic Electronics Corp.
    • Support Technician
      • Feb 2000 - Jul 2005

      Assisted end-user clients with a variety of technical support solutions. If it was broke, I fixed it.

  • Boise Office Solutions
    • Sales
      • Oct 2004 - May 2005

      Watch "The Office",

Education

  • 1997 - 2000
    University of Oklahoma
    Bachelor of Arts - BA, Communication, General
  • Norman High
  • Norman High

Suggested Services

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Industry Focus. “Financial Services”

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