James Carl Gray
Investment adviser representative at Wealth Management of the Bluegrass, LLC.
20 yearsExperience
1 stateRegistered in
$186.7MFirm assets
3 yearsFirm in business
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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.
- Portfolio management
Experience
20 years in the industry.
- Wealth Management of the Bluegrass, LLC.Jul 2020 to now
- Unemployed / HealthSep 2019 to Jul 2020
- Ameriprise Financial Services, Inc.Sep 2018 to Sep 2019
- Investment Professionals, Inc.Nov 2010 to Sep 2018
- Kentucky BankAug 2006 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (KY).
Wealth Management of the Bluegrass, LLC.
$186.7MAssets managed
159Clients
2Advisers
3 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
- 2270589
- Firm CRD
- 289163