Jay W. Greer

BLUE WATER ASSET MANAGEMENT

GRAND HAVEN, MI 49417

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CRD#: 1779326

Professional summary

Jay William Greer is a registered financial advisor currently at BLUE WATER ASSET MANAGEMENT located in Grand Haven, Michigan.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Jay has worked at 9 firms and has passed the Series 65, Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) JAY GREER & CO, LLC; INVESTMENT RELATED; 41 WASHINGTON AVENUE, SUITE 260, GRAND HAVEN, MI 49417; PRESIDENT/MANAGING MEMBER; START 09/2012; 40 HRS PER WEEK DURING TRADING HRS; FINANCIAL PLANNING AND INVESTMENT COMPANY. 2) RENUCELL GROUP, LLC; NOT INVESTMENT RELATED; 41 WASHINGTON AVENUE, SUITE 280E, GRAND HAVEN, MI 49417; HEALTH CARE - SKIN CREAM; PARTNER & 20% OWNER; START DATE 12/2011; 1-20 HRS PER WEEK; 0-15 HRS DURING TRADING HRS; I HELP AT A BOARD LEVEL WITH STRATEGIC LONG TERM PLANNING, WILL ATTEND A FEW TRADE SHOWS THROUGH THE YEAR (ONLY ONE THIS YEAR), OVERSEE THE ACCOUNTANTS WORK AND REVIEW THE FINANCIALS, DEAL WITH THE CONSULTANTS, MANUFACTURER AND CUSTOMER SERVICE PERSON TO HELP ADDRESS ANY PROBLEMS. BASICALLY MAKING SURE THAT THE BUSINESS OPERATIONS ARE COORDINATED AND RUNNING. THE DAY TO DAY OPERATIONS ARE BASICALLY RUN BY CONSULTANTS, THERE ARE NO EMPLOYEES. 3) OWNERSHIP INTEREST IN FARMLAND IN INDIANA AND MONTANA THAT GENERATES INCOME THAT REQUIRES LESS THAN AN HOUR OF TIME ANNUALLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay William Greer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 19, 2015 - Present

BLUE WATER ASSET MANAGEMENT

Office #1: 41 Washington Ave., Suite 260, Grand Haven, MI 49417

RIA

CRD#: 175362

GRAND HAVEN, MI

Past

February 3, 2012 - July 9, 2015

CG ADVISORY SERVICES

RIA

CRD#: 110929

WILLIAMSTON, MI

Past

August 25, 2010 - April 27, 2012

WEALTH CREATION & PRESERVATION, LLC

RIA

CRD#: 126452

GRAND HAVEN, MI

Past

December 5, 1997 - May 2, 2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

October 13, 1997 - January 1, 2002

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

February 23, 1996 - May 23, 1997

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

November 9, 1995 - March 7, 1996

VOYA FINANCIAL ADVISORS, INC.

CRD#: 2882

WINDSOR, CT

Past

August 1, 1991 - September 14, 1992

TRANSAMERICA FINANCIAL ADVISORS, INC.

CRD#: 3600

LOS ANGELES, CA

Past

July 1, 1988 - April 17, 1990

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

MILWAUKEE, WI

Past

May 19, 1988 - July 1, 1988

BMMG CAPITAL CORP.

CRD#: 7304

Past

January 20, 1988 - June 15, 1988

MARINER FINANCIAL SERVICES, INC.

CRD#: 8292

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE WATER ASSET MANAGEMENT

CRD#: 175362 / SEC#: 801-81153

RIA

Registered Investment Advisory firm - (3/18/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(5/19/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/5/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/5/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 11/8/1995

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Current Firm

BLUE WATER ASSET MANAGEMENT

CRD#: 175362 / SEC#: 801-81153

RIA

Registered Investment Advisory firm - (3/18/2015 Approved)

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Contact information

Main Address

4120 E. Beltline Ave. Suite 100, Grand Rapids, MI 49525

Mailing Address

Phone number

(616) 447-1600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUE WATER ASSET MANAGEMENT ADV BROCHURE (3/19/2025)

Regulatory assets under management

Total Number of Accounts	1,796
AUM (Assets Under Management)	$ 386,830,730

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jay W. Greer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay William Greer's CRS (Customer Relationship Summary).

Certified licenses

Experience

CG ADVISORY SERVICES

WEALTH CREATION & PRESERVATION, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

TRANSAMERICA FINANCIAL ADVISORS, INC.

VOYA FINANCIAL ADVISORS, INC.

TRANSAMERICA FINANCIAL ADVISORS, INC.

ROBERT W. BAIRD & CO. INCORPORATED

BMMG CAPITAL CORP.

MARINER FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

BLUE WATER ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/5/2000

Series 63

Date: 1/5/1996

Series 6

Date: 11/8/1995

Series 7

Date: 1/16/1988

Current Firm

BLUE WATER ASSET MANAGEMENT

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUE WATER ASSET MANAGEMENT

TRUST BUT VERIFY

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