DG
DG

Damon Gray

15 Years of Experience
West Chester, PA

Damon Gray is a registered investment advisor at Jura Investments, LLC, based in West Chester, PA, with 15 years of industry experience. Damon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$4.3M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees may be negotiable under unusual circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

West Chester, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Damon is an Instructor of Management and Finance at Montgomery County Community College since 2019, spending about a quarter of his time there. He was also a Diversity Fellow of Finance and Adjunct Professor at the college previously.

Employment History
Current Registrations
Jura Investments, LLC
August 2010 - Present · 15 yrs 9 mos
State Registrations1 state
PA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Damon Gray - Financial Advisor | TrueAdvisor