JG
JG

Jay William Greer

15 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
879 clients
Average Client Portfolio
$440K average
Assets Under Management
$386.8M

Fee Structure

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Location

41 Washington Ave., Suite 260, Grand Haven, MI, 49417

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jay is the President/Managing Member of Jay Greer & Co, LLC, a financial planning and investment company, dedicating full-time hours. He is also a partner and 20% owner of RenuCell Group, LLC, a health care company, spending a few hours per week on strategic planning and oversight. Jay also has minimal time commitment to farmland ownership.

Employment History
Current Registrations
Blue Water Asset Management
May 2015 - Present · 10 yrs 9 mos
Previous Registrations
Capital Asset Advisory Services, LLC
February 2012 - July 2015 · 3 yrs 5 mos
Wealth Creation & Preservation, LLC
August 2010 - April 2012 · 1 yr 8 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Jay William Greer - Financial Advisor | TrueAdvisor