James Michael Bray
Investment adviser representative at Cypress Wealth Services, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assetsHourlyFixed 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
11 years in the industry.
- Cypress Wealth Services, LLCSep 2025 to now
- Steel Peak Wealth Management, LLCMay 2023 to Sep 2025
- Royal Alliance Associates, Inc.Nov 2018 to Apr 2023
- Seia LLCJul 2017 to Apr 2023
- SiiJul 2017 to Nov 2018
- Integrated Wealth ManagementFeb 2015 to Jul 2017
- Purshe Kaplan Sterling InvestmentsFeb 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cypress Wealth Services, LLC
$1.3BAssets managed
836Clients
14Advisers
9 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
- 4786682
- Firm CRD
- 288992