Jerry Gray
Jerry Gray is a CFP-designated registered investment advisor at Graystone Partners Wealth Management, LLC, based in Tempe, AZ, with 33 years of industry experience. Jerry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 586 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum annual fee charged for this service will not exceed 2.00%. Fees are negotiable.
Fee Estimator
Location
1095 West Rio Salado Parkway, Suite 101, Tempe, AZ, 85281
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jerry is involved in several business activities, including JG Financial Services, Graystone Partners Wealth Management, and real estate rentals through Three Grays, LLC, Mesquite Holdings LLC, and JKG Real Holdings LLC. He also works as a non-variable insurance producer for Lion Street Private Client Group, dedicating a few hours per week.
Employment History
Current Registrations
Graystone Partners Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Legend Equities CorporationBroker
Benefitscorp Equities, INC.Broker
State Registrations21 states
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.