Grant Stephen Clay

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 03/2017 → 05/2024
  Edward Jones
  St Louis, MO
• 12/2011 → 03/2017
  Pacheco Koch Consulting Engineers
  Dallas, TX
• 05/2024 → Present
  Ameriprise Financial Services, Llc
  Dallas, TX

Previous Registrations

• 2017-07-21 → 2024-05-10
  Edward Jones
  Dallas, TX
  St Louis, MO
  Dallas, TX
  Amarillo, TX
  Dallas, TX

Other Businesses

Business Ownership; IronRock Advisors, LLC; Owner; Manage Ameriprise Business; 10630 Longmeadow Drive, , Dallas, TX, 75238; Not Investment-Related; 10/31/2024; 0 hours per month; 0 during trading hours. Other Business Activities; Majestic Card Breaks; Buy and sell trading cards and sports memorabilia.; 10630 Longmeadow Drive, , Dallas, TX, 75238; Not Investment-Related; 01/01/2021; 40 to 59 hours per month; 20 to 39 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2017-05-12

Designations

• Certified Financial Planner

Other Names

• Grant S Clay
• Grant Clay