Jay M. Grabeklis

TWIN TREE MANAGEMENT, LP

DALLAS, TX 75204

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CRD#: 5878992

Professional summary

Jay Michael Grabeklis is a registered financial advisor currently at TWIN TREE MANAGEMENT, LP located in Dallas, Texas.

Jay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jay has worked at 1 firm .

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.

HELIX CREDIT RANKINGS, INVESTMENT-RELATED, 8117 PRESTON ROAD, SUITE 300, DALLAS, TEXAS, BOND CREDIT RANKING INFORMATION SERVICE, CONTRACT CONSULTANT, MAY 2005, APPROX. 5 HRS/MO (0 DURING TRADING HOURS), RUN ANALYTICAL MODELS ONCE PER MONTH TO GENERATE RANKINGS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Michael Grabeklis'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

April 12, 2011 - Present

TWIN TREE MANAGEMENT, LP

Office #1: 3131 Mckinney Avenue Suite 700, Dallas, TX 75204

RIA

CRD#: 149548

DALLAS, TX

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".

TWIN TREE MANAGEMENT, LP

CRD#: 149548 / SEC#: 801-73138

RIA

Registered Investment Advisory firm - (3/2/2012 Approved)

Texas

Registered Investment Advisory firm - (3/21/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(4/12/2011)

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

Current Firm

TWIN TREE MANAGEMENT, LP

CRD#: 149548 / SEC#: 801-73138

RIA

Registered Investment Advisory firm - (3/2/2012 Approved)

Texas

Registered Investment Advisory firm - (3/21/2012 Terminated)

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Contact information

Main Address

6688 N. Central Expressway Suite 1610, Dallas, TX 75206

Mailing Address

Phone number

(214) 979-2313

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 7,393,800,899

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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Jay M. Grabeklis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jay Michael Grabeklis's CRS (Customer Relationship Summary).

Certified licenses

Experience

TWIN TREE MANAGEMENT, LP

Primary Firm SEC Registration

TWIN TREE MANAGEMENT, LP

State Registrations and Notice Filings

Exams

Current Firm

TWIN TREE MANAGEMENT, LP

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TWIN TREE MANAGEMENT, LP

TRUST BUT VERIFY

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