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James E. (Jeb) Graham, CPFA®, CEBS®, CIMA®Senior Vice President, Financial Advisor

  • 400 North Tampa Street
    Suite 1800
    Tampa, FL 33602
  • 813.218.5008
  • LinkedIn

James (Jeb) joined CapTrust Advisors in Tampa in 2005. He became part of CAPTRUST in 2017 when CapTrust Advisors merged with CAPTRUST. Jeb is currently a senior vice president and financial advisor responsible for providing retirement plan, investment advisory services for fiduciaries of corporate retirement plans, and higher education and non-profit clients. Previously, Jeb worked as a vice president and national director of retirement plan consulting at Raymond James Financial. He has worked in the industry since 1984.

EDUCATION

  • Bachelor of Science degree in business administration with a concentration in finance from the University of Central Florida 
  • Master of Business Administration from the University of Tampa, John H. Sykes College of Business

INDUSTRY DESIGNATIONS

  • Certified Plan Fiduciary Advisor (CPFA)
  • Certified Employee Benefit Specialist (CEBS)
  • Certified Investment Management Analyst (CIMA®)

INDUSTRY INVOLVEMENT

  • NAPA Summit Steering Committee
  • NAPA Leadership Council, 2014-2017
  • Florida West Coast Employee Benefits Council Board member 2007-2011
  • ASPPA Government Affairs Committee Industry Regulations, 2002-2004
  • ASPPA 401(k) Summit, Conference Committee, 2002-2004
  • Securities Industry Association, Savings and Retirement Committee, 1996-2000

AWARDS AND RECOGNITION

  • 2018 Financial Times 401 Top Retirement Plan Advisor
  • Journal of Pension Benefits - Contributing author 2012 - 2014 - Quarterly publication 
  • PLANSPONSOR Plan Advisor of the year 2013
  • PLAN SPONSOR magazine - long time contributing author 
  • NACUBO Magazine 
  • Institutional Investor

Personal Profile

Hometown:
Clearwater, FL
Favorite Book or Movie:
Hillbilly Elegy by JD Vance | Wicked
Ideal Dinner Guest:
Bill Clinton, George W. Bush, and Lebron James
Words to Live By:
Go where the puck is going to be, not where it is. | Life is too short to drink crappy beer.
Qualities I Admire in People:
Honesty, accountability, humility, respect, and understanding of others