Jay Greer, financial advisor Grand Haven MI
93 score

Jay Greer

CRD Number: 1779326
Current Firm: Blue Water Asset Management

Jay Greer (CRD# 1779326) is an Investment Advisor Representative working at Blue Water Asset Management in Grand Haven, MI and has over 22 years of experience in the finance industry.

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Securities America Advisors, Inc.
Company Name Location Dates Years
Blue Water Asset Management Grand Haven, MI May 2015 - Current 3
Jay Greer & Co, LLC Grand Haven, MI Sep 2012 - Current 5
Capital Asset Advisory Services, LLC Haslett, MI Feb 2012 - Jul 2015 3
Wealth Creation & Preservation Grand Haven, MI Apr 2003 - Sep 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1996
S65 NASAA Investment Advisors Law Examination Apr 2000
Contact Info for Jay W. Greer
Phone Number: 616-447-1600
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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