Jared Graves has been an investment adviser representative at Ascendor Wealth since December 2025, and is not listed among the firm’s executive officers or direct owners.
Ascendor Wealth, LLC is a Wilmington, NC firm with $146M under management, 140 clients and 6 advisers across 3 offices, as of its July 2026 filing.
Jared Graves is Advisor of Ascendor Wealth. He works with clients on investments alongside tax, retirement and estate planning. Before beginning his career in financial services, he served in the United States Army as a paratrooper with the 82nd Airborne Division.
- Ascendor Wealth, LLCCurrent– present · under a yearWilmington, NC · Adviser representative · Firm CRD 148969
Investment adviser representative registrations
Jared Graves is registered as an investment adviser representative in North Carolina, since December 2025.
- North CarolinaSince 15 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jared Kincaid Graves
- CRD
- 8194931
- Firm
- Ascendor Wealth · CRD 148969
- Office
- 5700 OLEANDER DRIVE, Wilmington, NC 28403
- Registration
- Investment adviser registration
- In the industry since
- December 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ascendorwealth.com
Where does Jared Graves work?
Jared Graves is an investment adviser representative registered through Ascendor Wealth, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jared Graves a financial advisor?
Yes. Jared Graves has a current investment-adviser registration in North Carolina, through Ascendor Wealth since December 2025.
How many years of experience does Jared Graves have?
Jared Graves has 0 years in the financial industry, since December 2025, across 1 adviser firm.
What exams has Jared Graves passed?
Jared Graves passed the Series 65 in December 2025.
Where is Jared Graves based?
Jared Graves’ registered office is in Wilmington, NC.
Is Jared Graves registered with FINRA?
No. Jared Graves has no current broker registration.
How can I verify Jared Graves’ record?
Search CRD 8194931 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jared Graves’ full registration record.
