Jerry
Gray
Graystone Partners Wealth Management, LLC
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About this Advisor
Jerry Gray is a financial advisor based in Tempe, Arizona, working with Graystone Partners Wealth Management, LLC. Jerry has previously held positions at Lpl Financial, LLC and Graystone Partners Wealth Management, LLC. Jerry has passed the Series 63 regulatory exam and is registered to provide services in Arizona and Texas. Currently, Jerry is part of Graystone Partners Wealth Management, LLC, which operates out of Tempe, Arizona. The firm has 5 employees and manages assets totaling $265.7 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Graystone Partners Wealth Management, LLC includes asset-based and fixed fees.
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Graystone Partners Wealth Management, LLC Brokerage Details
$265,729,297
5
1,440
$184,534
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jerry Gray Work History
Graystone Partners Wealth Management, LLC
Lpl Financial, LLC
Disclosures
Please visit the SEC profile of Jerry Gray to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Graystone Partners Wealth Management, LLC
Tempe, AZ
Tempe, AZ
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