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JA

Jay P. Alexander

GREYSTONE WEALTH MANAGEMENT
HUNTINGTON BEACH, CA 92647
Some features on this profile are disabled
CRD#: 5309647
JA

Professional summary

Jay Preston Alexander is a registered financial advisor currently at GREYSTONE WEALTH MANAGEMENT LLC located in Huntington Beach, California.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jay has worked at 4 firms and has passed the Series 65, Series 66, Series 63, SIE 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Preston Alexander'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®
None

Experience

Current

January 5, 2026 - Present

GREYSTONE WEALTH MANAGEMENT LLC

Office #1: 17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647
RIA
CRD#: 340127
HUNTINGTON BEACH, CA
Past

October 23, 2023 - February 16, 2026

AE WEALTH MANAGEMENT, LLC

RIA
CRD#: 282580
Huntington Beach, CA
Past

August 4, 2022 - October 13, 2023

STRONGHOLD CAPITAL PARTNERS LLC

RIA
CRD#: 315763
Tempe, AZ
Past

March 23, 2015 - July 6, 2017

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
PHOENIX, AZ
Past

July 31, 2014 - July 6, 2017

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
PHOENIX, AZ

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
California
(2/4/2026)
IAR
Texas
(1/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/2/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 3/20/2015
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/24/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 7/6/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/30/2014
General Securities Representative Examination

Current Firm

GW
GREYSTONE WEALTH MANAGEMENT LLC
GREYSTONE WEALTH MANAGEMENT LLC

CRD#: 340127 / SEC#:

Texas
Registered Investment Advisory firm - (1/5/2026 Conditional Restricted)
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Contact information

Main Address
17011 Beach Blvd, Suite 900, Huntington Beach, CA 92647
Mailing Address
Phone number
(714) 843-3332
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV
0

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

GREYSTONE WEALTH MANAGEMENT LLC

CRD#: 340127Huntington Beach, CA 92647

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