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John Thomas Gray

Investment adviser representative at Missionsquare Retirement
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.3BFirm 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Missionsquare RetirementDec 2021 to now
  2. Missionsquare Investment ServicesOct 2021 to now
  3. T. Rowe PriceJul 2017 to Oct 2021
  4. Citi Private BankJan 2011 to Jul 2017

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2012

State registrations

Registered as an investment adviser representative in 2 states (MD, PA).

Missionsquare Retirement

Legal name: International City Management Association Retirement Corporation

$6.3BAssets managed
40,527Clients
132Advisers
43 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
6001394
Firm CRD
108783
Advisor's SEC record (opens in a new tab)
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