William T. Gray

JEHM WEALTH & RETIREMENT

SIMPSONVILLE, SC 29681

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CRD#: 6928783

Professional summary

William Tyler Gray, who also goes by William Gray, Will Gray, William Tyler Gray, is a registered financial advisor currently at JEHM WEALTH & RETIREMENT, LLC located in Simpsonville, South Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. William has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

William Gray | Will Gray | William Tyler Gray

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.

JEHM WEALTH AND RETIREMENT; INVESTMENT RELATED; SOUTH CAROLINA; INSURANCE AGENT; 07/07/2026; 10 HRS/WK; UTILIZE INSURANCE PRODUCTS WHEN DOING HOLISTIC PLANNING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Tyler 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®

None

Experience

Current

August 11, 2026 - Present

JEHM WEALTH & RETIREMENT, LLC

Office #1: 117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

RIA

CRD#: 304253

SIMPSONVILLE, SC

Past

March 31, 2025 - March 12, 2026

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

GREENVILLE, SC

Past

April 24, 2023 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENVILLE, SC

Past

September 7, 2021 - April 20, 2023

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA

CRD#: 288590

GREENVILLE, SC

Past

August 19, 2021 - March 12, 2026

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

GREENVILLE, SC

Past

January 13, 2021 - June 9, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

WARWICK, RI

Past

July 28, 2020 - June 9, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

WARWICK, RI

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

South Carolina
(8/11/2026)

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: 12/21/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/21/2020

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/3/2021

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 7/28/2020

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 8/28/2019

Securities Industry Essentials Examination

Current Firm

JEHM WEALTH & RETIREMENT, LLC

CRD#: 304253 / SEC#:

Florida

Registered Investment Advisory firm - (6/22/2020 Approved)

South Carolina

Registered Investment Advisory firm - (8/9/2019 Approved)

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Contact information

Main Address

117 Woodruff Place Circle, Suite A, Simpsonville, SC 29681

Mailing Address

Phone number

(864) 527-0482

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	195
AUM (Assets Under Management)	$ 65,126,659

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

William T. Gray

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Tyler Gray's CRS (Customer Relationship Summary).

Certified licenses

Experience

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY PERSONAL AND WORKPLACE ADVISORS

FIDELITY BROKERAGE SERVICES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2020

Series 63

Date: 8/21/2020

Series 7TO

Date: 5/3/2021

Series 6TO

Date: 7/28/2020

SIE

Date: 8/28/2019

Current Firm

JEHM WEALTH & RETIREMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JEHM WEALTH & RETIREMENT, LLC

TRUST BUT VERIFY

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