Jay Michael Grabeklis
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
TWIN TREE MANAGEMENT, LP
Contact Information
Main Address
6688 N. Central Expressway Suite 1610, Dallas, TX 75206Phone Number
(214) 979-2313# of Employees
8SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
3AUM (Assets Under Management)
$1,459,446,923Similar Advisors
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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.
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Primary Firm SEC Registration
TWIN TREE MANAGEMENT, LP
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jay Michael Grabeklis's CRS (Customer Relationship Summary).
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