Jay GreerCRD 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 20 years of experience in the finance industry.
First Financial Advisors Inc.
Waddell & Reed
Securities America Advisors, Inc.
|Blue Water Asset Management||Grand Haven, MI||May 2015 - Current||1|
|Jay Greer & Co, LLC||Grand Haven, MI||Sep 2012 - Current||4|
|Capital Asset Advisory Services, LLC||Haslett, MI||Feb 2012 - Current||4|
|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|
Total Assets Under Management126MILLIONS
Total Number of Accounts853ACCOUNTS
Average Account Value$147,964
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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