Jerry Ray Gray
Investment adviser representative at Graystone Partners Wealth Management, LLC
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$297.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Graystone Partners Wealth Management, LLCJan 2020 to now
- LPL Financial, LLCAug 2003 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Graystone Partners Wealth Management, LLC
$297.3MAssets managed
586Clients
3Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2270560
- Firm CRD
- 306068