Jaime Graham
Phil A. Younker & Associates · Fairbanks, Alaska
Jaime Graham is a fee-only financial advisor at Phil A. Younker & Associates in Fairbanks, Alaska. Phil A. Younker & Associates reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Phil A. Younker & Associates |
|---|---|
| Based in | Fairbanks, Alaska |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $202.2M across 302 accounts |
| SEC registration | Investment adviser representative in AK, TX · CRD 5052959 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pyounker.com |
How Jaime's firm compares
- Phil A. Younker & Associates's average account is about $669,000, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Jaime
Is Jaime Graham a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaime holds no broker registration, and Phil A. Younker & Associates reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaime charge for financial advice?
Jaime's firm, Phil A. Younker & Associates, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jaime Graham based?
Jaime Graham is based in Fairbanks, Alaska.
Is Jaime Graham registered with the SEC?
Yes. Jaime Graham is registered as an investment adviser representative in AK and TX (CRD 5052959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phil A. Younker & Associates manage?
Phil A. Younker & Associates reports $202.2M across 302 accounts in assets under management.
How do I contact Jaime Graham?
Through Jaime's website, www.pyounker.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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