Jakeb R. Bowyer

GRAYSTONE PARTNERS WEALTH MANAGEMENT

TEMPE, AZ 85281

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CRD#: 8041816

Professional summary

Jakeb Ray Bowyer, who also goes by Jake Bowyer, is a registered financial advisor currently at GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC located in Tempe, Arizona and LPL FINANCIAL LLC located in Tempe, Arizona.

Jakeb is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Jakeb has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jake Bowyer

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.

1 - 03/2025 - Graystone Partners Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related - 100 Hours/Month - 25 Hours During Trading - At reported business location(s). 2 - 04/2025 - JG Financial Services - Outside/W-2 Employment - Not Inv Related - 40 Hours/Month - AZ 85281 - OBA Start Date: 04/01/2025.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jakeb Ray Bowyer's CRS (Customer Relationship Summary).

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

June 30, 2025 - Present

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Office #1: 1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281

RIA

CRD#: 306068

TEMPE, AZ

Current

May 1, 2025 - Present

LPL FINANCIAL LLC

Office #1: 1095 W. Rio Salado Pkwy. 101, Tempe, AZ 85281

RIA

CRD#: 6413

TEMPE, AZ

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".

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 306068 / SEC#: 801-117895

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/30/2025)

IAR

Arizona
(6/30/2025)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/25/2025

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 4/30/2025

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 8/24/2024

Securities Industry Essentials Examination

SRO Registrations

FINRA

Current Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

CRD#: 306068 / SEC#: 801-117895

RIA

Registered Investment Advisory firm - (1/3/2020 Approved)

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Contact information

Main Address

1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281

Mailing Address

Phone number

(480) 557-9727

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-2B (7/16/2025)

ADV PART 2A - APPENDIX 1 (3/17/2025)

Regulatory assets under management

Total Number of Accounts	1,642
AUM (Assets Under Management)	$ 348,943,355

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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Jakeb R. Bowyer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jakeb Ray Bowyer's CRS (Customer Relationship Summary).

Certified licenses

Experience

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

LPL FINANCIAL LLC

Primary Firm SEC Registration

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2025

Series 7TO

Date: 4/30/2025

SIE

Date: 8/24/2024

FINRA

Current Firm

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GRAYSTONE PARTNERS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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