Keith Gray
Investment adviser representative at Total Wealth Services, LLC
12 yearsExperience
1 stateRegistered in
$186.1MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Total Wealth Services, LLCAug 2025 to now
- J.P. Morgan Securities LLCApr 2014 to Aug 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (CA).
Total Wealth Services, LLC
$186.1MAssets managed
162Clients
7Advisers
2 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
- 6036964
- Firm CRD
- 331833