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DG

Damon T. Gray

JURA INVESTMENTS
WEST CHESTER, PA
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CRD#: 2054344
DG

Professional summary


Damon Tyrone Gray, AIF®, CIMA® is a registered financial advisor currently at JURA INVESTMENTS, LLC located in West Chester, Pennsylvania.

Damon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Damon has worked at 3 firms and has passed the Series 65, Series 63, Series 7 and Series 6 exams.

top-8-questions

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.
As of 8/23/2019, Mr. Gray is an Instructor of Management and Finance in the Business and Entrepreneurial Initiatives with Montgomery County Community College at 340 DeKalb Pike, Blue Bell, PA 19422. This is non investment related activity. I spend approximately 8 hours per week or 32 hours per month during the trading day conducting these activities. In the Fall of 2018, Mr. Gray was hired as a Diversity Fellow of Finance at the college. This was a 10- month appointment. Prior to the appointment as a Fellow, Mr. Gray was an Adjunct Professor from 8/2015 - 8/2018.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Damon Tyrone Gray's 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®
AIF®

Experience


Current

August 17, 2010 - Present

JURA INVESTMENTS, LLC

RIA
CRD#: 154614
WEST CHESTER, PA
Past

September 29, 2000 - July 17, 2002

TEACHERS PERSONAL INVESTORS SERVICES, INC.

BD
CRD#: 36130
NEW YORK, NY
Past

July 26, 1993 - March 24, 2000

VANGUARD MARKETING CORPORATION

BD
CRD#: 7452
MALVERN, PA

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
Pennsylvania
(8/17/2010)

Exams


State Security Law Exam
IAR
Series 65
Date: 7/7/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


JI
JURA INVESTMENTS, LLC
INFINITY FINANCIAL SERVICES, LLC | JURA INVESTMENTS, LLC

CRD#: 154614 / SEC#:

Pennsylvania
Registered Investment Advisory firm - (8/17/2010 Approved)
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Contact information


Main Address
840 First Avenue Suite 400, King Of Prussia, PA 19406
Mailing Address
Phone number
(484) 995-1186
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 4,322,245

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.

Company Information


JURA INVESTMENTS, LLC

CRD#: 154614West Chester, PA

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