portrait of Jeffrey N Graber

About Jeffrey

What's important to you? You don't leave for a vacation without knowing where you're going, so I believe we must know where we are going before we start our investment journey.

My primary goal is to help individual investors develop an investment strategy geared toward their unique, long-term goals. Whether you need to save for a child’s college education, reduce taxes or plan for retirement, I can help.

Growing up in Newton, I never imagined I'd move back to run a business, but moving my family back home has been a gift for us all.

After almost 10 years working in...

Focus Areas

  • Retirement Savings Strategies
  • Charitable Giving
  • Sustainable investing
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • College Savings

Work History

  • Edward JonesFebruary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®

Education

  • Wichita State UniversityMaster of Education
  • Bethel CollegeBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Art & Theater
  • Football
  • Triathlons
  • Cycling

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

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