Investment adviser representative · Greystone Wealth Management LLC
Jay P. Alexander
CRD 5309647 · Huntington Beach, CA
At a glance
Jay P. Alexander is an investment adviser representative with Greystone Wealth Management LLC in Huntington Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jay’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Greystone Wealth Management LLCSince January 2026Huntington Beach, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 65, Series 66
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Jay’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.