Justin James Klunder

Employer firm

Gray Private Wealth, LLC CRD 128547

$541M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2015 → Present
  Gray, Gray & Gray
  Canton, MA
• 11/2015 → 01/2018
  1St Global Capital Corp.
  Canton, MA
• 11/2015 → 01/2018
  1St Global Advisors, Inc.
  Canton, MA
• 09/2015 → Present
  Gray Private Wealth, Llc
  Canton, MA

Previous Registrations

• 2016-02-12 → 2018-02-01
  1St Global Advisors Inc
  Canton, MA
• 2014-04-17 → 2015-08-10
  Veritable Lp
  Newtown Square, PA

Other Businesses

Gray Private Wealth, LLC-CIO POSITION: FINANCIAL ADVISOR NATURE: Wealth management, financial planning, and investment advisory INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 8 START DATE: 09/01/2015 ADDRESS: Canton MA United States DESCRIPTION: Wealth management, financial planning, and investment advisory services.

Exams

• S66 Uniform Combined State Law Examination
  2016-01-28

Designations

• Chartered Financial Analyst