Best Investors Account Sign in
Current Employers
Graystone Partners Wealth Management, Llc

1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2025-06-30
  • AZ RA
    APPROVED
    Since 2025-06-30

Branch Locations

1095 West Rio Salado Parkway Suite 101, Tempe, AZ 85281 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Tempe AZ 02/2025 Present
Select Medical Corporation Gilbert AZ 07/2016 03/2025
Banner Health Mesa AZ 07/2016 02/2021
Jg Financial Services Mesa AZ 04/2025 Present
Graystone Partners Wealth Management, Llc Tempe AZ 06/2025 Present
  • 02/2025 → Present
    Lpl Financial
    Tempe, AZ
  • 07/2016 → 03/2025
    Select Medical Corporation
    Gilbert, AZ
  • 07/2016 → 02/2021
    Banner Health
    Mesa, AZ
  • 04/2025 → Present
    Jg Financial Services
    Mesa, AZ
  • 06/2025 → Present
    Tempe, AZ
Other Businesses

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. 3- 01/20/2026 - Graystone Partners Wealth Management,LLC - Registered Investment Advisor Hybrid - Financial Advisor/Owner - Investment Related - At Reported Business Location(s) - Start Date 03/18/2025 - 100 hours per month/ during trading - I provide investment advisory services through Graystone Partners Wealth Management, an independent investment advisor firm. I started this business activity in 1/2026. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4- 02/04/2026 - Bowyer Financial - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/12/2026 - 40 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-25
  • S66 Uniform Combined State Law Examination
    2025-06-25
Other Names
  • Jake Bowyer

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Tempe, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor