Jay
Greer
Blue Water Asset Management
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About this Advisor
Jay Greer is a financial advisor based in Grand Haven, Michigan, working with Blue Water Asset Management. Jay has previously held positions at Capital Asset Advisory Services, LLC, Jay Greer & Co, LLC, and Blue Water Asset Management. Jay has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Michigan. Currently, Jay is part of Blue Water Asset Management, which operates out of Grand Haven, Michigan. The firm has 3 offices and 11 employees. The firm manages assets totaling $334.7 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Blue Water Asset Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Blue Water Asset Management Brokerage Details
$334,730,589
11
1,695
$197,481
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jay Greer Work History
Blue Water Asset Management
Jay Greer & Co, LLC
Capital Asset Advisory Services, LLC
Disclosures
Please visit the SEC profile of Jay Greer 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 Blue Water Asset Management
Grand Haven, MI
Lansing, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
Grand Rapids, MI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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