Unclaimed Profile

Jerry Ray Gray

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC·TEMPE, Arizona

SIE, Series 6, Series 7, Series 24, Series 26, Series 63CFPClean record22 years registeredGRAYSTONE 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 · 22 years registered

Brand Profile

Not yet started

Career History

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Jan 2020 – present

LPL FINANCIAL LLC

Aug 2003 – present

LPL FINANCIAL LLC

Jul 2008 – Oct 2020

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Registration record

First registered · August 29, 2003

Years registered · 22

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD 306068 · SEC 801-117895

AUM

$266M

Regulatory assets under management

Employees

1,440 client accounts

Services offered by GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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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