Jonathan Graham

Relationship Manager

Jonathan Graham provides financial planning, investment management and operational support at the Irving office of United Capital Financial Advisors. He collaborates with his clients to assess their current financial situation, identifying their key priorities related to investing and life goals, setting them on path to optimize their finances so that they can be confident in living their best financial life.

Jonathan joined the United Capital team when it was a part of Goldman Sachs in 2021. Prior to this, he worked in similar roles at both Edward Jones and Equitable.

Jonathan graduated from Texas A&M University with a BBA in Management, concentrating in entrepreneurship. There he was a member of the Aggie Investment Club and held leadership positions in his business fraternity Phi Beta Lambda and men’s club Aggie Gentleman of Integrity.

In his spare time, Jonathan enjoys playing golf, reading, and keeping up with the financial markets. He also enjoys serving at Watermark Community Church and staying active in the community.

Let’s Have a Conversation

We welcome you to schedule a discussion with a financial advisor at no cost or obligation.

During this discussion, you will:

Share your current situation and goals

Receive an introduction to an advisor

Get your financial questions answered

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