James Carl Gray

Employer firm

Wealth Management Of The Bluegrass, LLC. CRD 289163

$187M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 09/2018
  Investment Professionals, Inc.
  Paris, KY
• 08/2006 → 09/2019
  Kentucky Bank
  Cynthiana, KY
• 09/2018 → 09/2019
  Ameriprise Financial Services, Inc.
  Paris, KY
• 09/2019 → 07/2020
  Unemployed / Health
  Cynthiana, KY
• 07/2020 → Present
  Wealth Management Of The Bluegrass
  Lexington, KY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-02
• S63 Uniform Securities Agent State Law Examination
  2006-09-11