Grayham Lohrey (CRD# 7469553) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Arch Financial Planning, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| J.p. Morgan Securities LLC | Boston, MA | Sep 2023 - Current | < 1 |
| First Republic Securities Company, LLC | Boston, MA | Jun 2021 - Current | 2 |
| First Republic Investment Management, Inc. | Boston, MA | Jun 2021 - Current | 2 |
| Pricewaterhousecoopers LLP | Boston, MA | Sep 2019 - Jun 2021 | 1 |
| Roots Natural Kitchen | Charlottesville, VA | Jun 2017 - Aug 2019 | 2 |
| University Of Virgina | Charlottesville, VA | Aug 2015 - May 2019 | 3 |
| Keiter Cpas | Richmond, VA | May 2018 - Jun 2018 | < 1 |
| University Of Virginia Facilities Department | Charlottesville, VA | Jun 2017 - Aug 2017 | < 1 |
| Tim's Automotive | Granby, CT | Jun 2014 - Aug 2016 | 2 |
| Simsbury High School | Simsbury, CT | Aug 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
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Total Assets Under Management139,511MILLIONS
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Total Number of Accounts84,774ACCOUNTS
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Average Account Value$1,645,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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