Deep Enrich
Jay Alexander
Financial Advisor
31 followers
Huntington Beach, California, United States
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About me
President at Greystone Wealth Advisors/IAR
Education
Arizona State University
-Bachelor of Arts - BA Financial Planning
Experience
J.P. Morgan Asset Management
Sept 2009 - Sept 2011Financial Advisor
Charles Schwab
Sept 2011 - Jun 2017Retirement Plan Specialist
Greystone Wealth Advisors
Jun 2017 - nowAt Greystone, our clients’ interests always come first. We are a full service independent financial firm. As fiduciaries, we refuse to sell proprietary products—and fearlessly dedicate ourselves to providing objective advice and continually examining our own practices.For more than 15 years, Greystone Wealth Advisors has worked to provide wise counsel to individuals, families, and businesses. We establish and manage qualified plans as well as create executive compensation packages. As an independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. Show less
Financial Planner
Jun 2017 - nowInvestment Advisor
Jun 2017 - now
American Financial Education Alliance
Sept 2019 - nowChapter President, Personal Financial Coach and Instructor
Advisors Excel
Aug 2023 - nowIndependent Financial Advisor
Licenses & Certifications
Series 65
FINRAJul 2022- View certificate
Accredited Asset Management Specialist
College for Financial PlanningJul 2016
Series 66
FINRAMay 2015Series 7
FINRAJul 2014Series 63
FINRAAug 2014
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