Michael Wray, financial advisor Greenwich CT

Michael Wray

CRD Number: 5966452
Current Firm: J.p. Morgan Private Wealth Advisors LLC

Michael Wray (CRD# 5966452) is an Investment Advisor Representative working at J.p. Morgan Private Wealth Advisors LLC in Greenwich, CT and has over 10 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
J.p. Morgan Securities LLC Greenwich, CT Sep 2023 - Current < 1
First Republic Investment Management, Inc. Greenwich, CT Jan 2018 - Current 6
First Republic Securities Company, LLC Greenwich, CT Jan 2018 - Current 6
Bank Of America, N.a. Greenwich, CT May 2015 - Jan 2018 2
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greenwich, CT Jul 2011 - Jan 2018 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Michael Wray
Phone Number: 415-392-1400
Registered State(s):
  • CT
  • NY
By the Numbers
  • Total Assets Under Management
    139,511
    MILLIONS
  • Total Number of Accounts
    84,774
    ACCOUNTS
  • Average Account Value
    $1,645,685
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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