Jay Alexander
Jay Alexander is a registered investment advisor at Greystone Wealth Management LLC, based in Huntington Beach, CA, with 6 years of industry experience. Jay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
The annual fee is negotiable. May aggregate assets across related accounts for fee calculation purposes at its discretion.
Fee Estimator
Location
17011 Beach Blvd, Suite 900, Huntington Beach, CA, 92647
Get directionsHistory
Regulatory History (1)
Regulatory
September 2017Other Business ActivitiesSells Insurance
Jay works as a financial planner at Greystone Wealth Advisors, focusing on annuity sales since October 2023. This activity takes nearly full-time hours.
Employment History
Current Registrations
Greystone Wealth Management LLC
Previous Registrations
Ae Wealth Management, LLC
Stronghold Capital Partners LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 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.