Unclaimed Profile

Jerry Ray Gray

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC·TEMPE, Arizona

Clean recordGRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

1095 WEST RIO SALADO PARKWAY, TEMPE, AZ 85281CRD# 2270560Firm CRD# 306068

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Ray Gray · TEMPE, AZ

Registration

CRD #2270560 · GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jerry Ray Gray is a registered financial advisor based in TEMPE, Arizona, affiliated with GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

AUM

$266M

Regulatory assets under management

Employees

Total firm employees

View all advisors at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2270560

Firm CRD# 306068

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jerry Ray Gray offer?

Jerry Ray Gray specializes in Financial Planning, Investment Management. Contact their office in TEMPE, Arizona for a consultation.

What are Jerry Ray Gray's credentials?

Jerry Ray Gray is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jerry Ray Gray located?

Jerry Ray Gray is based in TEMPE, Arizona, working with GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.

How does Jerry Ray Gray charge for services?

Jerry Ray Gray's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC?

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $266M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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