Jason Gragg has been General Partner, CCO of Gragg & Gragg since January 2000, is a control person of the firm and directly owns between 50% and 75% of it.
Gragg & Gragg, L.L.P. is a Shelby, NC firm with $215M under management, 327 clients and 3 advisers in one office, as of its February 2026 filing.
Jason Gragg’s longest registration was 8 years at CPS Investment Advisors (2017–2025). Before joining Gragg & Gragg in 2025, Jason Gragg was registered through CPS Investment Advisors.
- Gragg FinancialCurrent– present · under a yearShelby, NC · Adviser representative · Firm CRD 110592
- CPS Investment Advisors– · 8 yearsShelby, NC · Adviser representative · Firm CRD 104914
Investment adviser representative registrations
Jason Gragg is registered as an investment adviser representative in 3 states. Each was approved in November 2025.
- FloridaSince 18 November 2025
- North CarolinaSince 4 November 2025
- South CarolinaSince 4 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 December 1999 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Daniel Gragg
- CRD
- 4476412
- Firm
- Gragg & Gragg · CRD 110592
- Role
- General Partner, CCO
- Office
- NINE EAST MARION STREET, Shelby, NC 28150
- Registration
- Investment adviser registration
- In the industry since
- June 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Gragg work?
Jason Gragg has been General Partner, CCO of Gragg & Gragg, L.L.P. since January 2000, and is a control person of the firm.
Is Jason Gragg a financial advisor?
Yes. Jason Gragg has a current investment-adviser registration in Florida, North Carolina and South Carolina, through Gragg & Gragg since November 2025.
How many years of experience does Jason Gragg have?
Jason Gragg has 9 years in the financial industry, since June 2017, across 2 adviser firms.
What exams has Jason Gragg passed?
Jason Gragg passed the Series 65 in December 1999.
Where is Jason Gragg based?
Jason Gragg’s registered office is in Shelby, NC.
Is Jason Gragg registered with FINRA?
No. Jason Gragg has no current broker registration.
How can I verify Jason Gragg’s record?
Search CRD 4476412 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gragg’s full registration record.
