Jakeb Ray Bowyer

CRD 8041816 · Graystone Partners Wealth Management, LLC · Tempe, AZ

IA RegisteredBroker

Also appears in the source record as: Jake Bowyer

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed: Not yet retrieved from the source record
Registered states: Not yet retrieved from the source record
Years in the industry: Not yet retrieved from the source record
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Graystone Partners Wealth Management, LLC
Firm CRD: 306068
SEC number: 801-117895
Assets under management: $297.3M as of Mar 30, 2026
Website: www.facebook.com/GRAYSTONEPARTNERSWEALTHMANAGEMENT ↗
Phone: (480) 557-9727
Firm location: Tempe, AZ, 85281

Employment history (2)

From the source registration record · current first

Lpl Financial LLCCurrent
Tempe, AZ · IA capacity

start not retrieved → present
Graystone Partners Wealth Management, LLCCurrent
Tempe, AZ · IA capacity

start not retrieved → present

Source & corrections

Where this page comes from

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