Jonathan Graham

Jonathan Graham is a Relationship Manager at United Capital Financial Advisors, LLC, since November 2023, where $15M in assets under management have been retained from an assigned $80M portfolio. Prior to this role, Jonathan served as an Analyst in Personal Financial Management at Goldman Sachs, facilitating over 400 client meetings and managing administrative and operational tasks. Jonathan's experience also includes working as a Financial Consultant at Equitable Advisors, where Jonathan achieved a significant increase in new client acquisition and implemented a successful business plan, and as a Financial Advisor Career Development Intern at Edward Jones, promoting client relations and conducting investment seminars. Jonathan holds a Bachelor of Business Administration in Management with a focus on Entrepreneurial Leadership from Texas A&M University.