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Jeffre Reininger

Advisor at B.B. Graham & Company, Inc.

Updated today

Location

Monroe, OR

Credentials

Series 63, Series 65

Industry experience

30 years

About

Jeffre Reininger is a financial advisor at B.B. Graham & Company, Inc. in Monroe, Oregon, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Woodbury Financial Services, Questar Asset Management, Questar Capital Corporation, and Capital Financial Services. Outside of his advisory role, he is the owner of Willamette Valley Retirement Services, where he sells fixed insurance products as a licensed life insurance agent. B.B. Graham & Company provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, corporations, and small businesses. The firm employs fundamental, technical, and cyclical analysis with regular account monitoring, often managing assets on a non-discretionary basis and utilizing third-party asset managers and wrap programs.

Client services

Based on B.B. Graham & Company, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on B.B. Graham & Company, Inc.

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on B.B. Graham & Company, Inc.

Founder/Business Owner

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Fee options

Fixed

Flat fees may be charged for financial planning services

Commissions

Brokerage commissions may be charged on securities transactions through BBG's broker-dealer services; 12b-1 fees may also be received

Project-based

Financial planning hourly fees starting at $50/hour, negotiable

Other

Account minimum: $50,000 Minimum fee: Minimum fee may be charged; fees are negotiable and may vary Fee-only: Fees are generally negotiated based on investable assets; financial planning fees are hourly or flat fees

Location

Monroe, OR

Most active in

California · Oregon

Work history

B.B. Graham & Company

2019 - Present (7 years)

Woodbury Financial Services, inc.

2019 - 2019 (1 year)

Woodbury Financial Services, inc.

2019 - 2019 (1 year)

Questar Asset Management

2018 - 2019 (1 year)

Questar Capital Corporation

2018 - 2019 (1 year)

Capital Financial Services, Inc

2015 - 2018 (3 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Savannah R

Series 66

Junction City, OR

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Savannah Rossiter is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has previously worked in various roles including real estate brokerage, where she held a license though does not actively utilize it. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs, supported by a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive

Luke B

Series 63, Series 66

Junction City, OR

Fidelity

Luke Bailey is an Investment Management Consultant II at Fidelity Investments. He is dedicated to helping individuals and families preserve and grow their wealth, leveraging his knowledge of Fidelity's unique product offerings to provide tailored financial planning. Luke has held several roles within Fidelity Investments since 2021, including Investment Solutions III Representative, Investment Solutions II Representative, High Net Worth Representative, and Customer Relationship Advocate. His progressive experience within the firm has contributed to his expertise in investment solutions and client relationship management. He holds an Arkansas Insurance License, supporting his ability to advise clients on relevant insurance matters.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting

Jonathan D

CFP®, Series 66

Coburg, OR

Edward Jones

Jonathan Derby is a CFP® and holds a Series 66 license with 17 years of industry experience. He has been with Edward Jones since 2008. Outside of his advisory role, he is involved in managing several rental properties and is a member of Vaulters Aviation LLC, an entity formed to purchase an airplane for personal use. Edward Jones is a full-service wealth management firm serving individual and institutional clients, with over $1 trillion in assets under management and a nationwide network of more than 23,700 financial advisors. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Retirement income strategy Charitable giving & philanthropy Business ownership considerations General retirement planning Founder/Business Owner Intergenerational Families

Scott S

Series 66

Junction City, OR

Edward Jones

Scott Stewart is a financial advisor at Edward Jones in Junction City, OR, holding a Series 66 designation with 12 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of advisors and branch offices, offering a range of advisory programs and investment solutions under a fiduciary standard.

Retirement income strategy Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Military & Veterans Founder/Business Owner
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Emily C

Series 66

Junction City, OR

Edward Jones

Emily Cushing is a financial advisor at Edward Jones with a Series 66 designation and over six years of industry experience. She previously worked at CUSO Financial Services LP and SELCO Community Credit Union, as well as Oregon Community Credit Union. Emily has been with Edward Jones during two separate periods, most recently since 2025. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment options, supported by a nationwide network of over 23,700 advisors and 15,000 branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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