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Julie Gray

Alera Investment Advisors, LLC

Deerfield, IL

Emerson, IA

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Current Employers
Alera Investment Advisors, Llc

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2025-06-10
  • IA RA
    APPROVED
    Since 2025-06-10

Branch Locations

Three Parkway North Suite 500, Deerfield, IL 60015-2567 • United States

Emerson, IA • 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
Pacific Life Insurance Omaha NE 08/2010 01/2018
Pacific Select Distributors, Llc Omaha NE 08/2010 01/2018
Edward Jones Lavista NE 01/2018 10/2022
Prairie Crossing Vineyard And Winery Treynor IA 07/2022 06/2025
Ma Mutual Life Ins Co Springfield MA 02/2018 10/2019
J.P. Morgan Securities Llc Council Bluffs IA 10/2022 06/2025
Jpmorgan Chase Bank, N.A. Council Bluffs IA 10/2022 06/2025
Alera Investment Advisors, Llc Emerson IA 06/2025 Present
Osaic Wealth Scottsdale AZ 07/2025 Present
  • 08/2010 → 01/2018
    Pacific Life Insurance
    Omaha, NE
  • 08/2010 → 01/2018
    Pacific Select Distributors, Llc
    Omaha, NE
  • 01/2018 → 10/2022
    Edward Jones
    Lavista, NE
  • 07/2022 → 06/2025
    Prairie Crossing Vineyard And Winery
    Treynor, IA
  • 02/2018 → 10/2019
    Ma Mutual Life Ins Co
    Springfield, MA
  • 10/2022 → 06/2025
    J.P. Morgan Securities Llc
    Council Bluffs, IA
  • 10/2022 → 06/2025
    Jpmorgan Chase Bank, N.A.
    Council Bluffs, IA
  • 06/2025 → Present
    Alera Investment Advisors, Llc
    Emerson, IA
  • 07/2025 → Present
    Osaic Wealth
    Scottsdale, AZ
Previous Registrations
  • 2022-11-04 → 2025-06-03
    J.P. Morgan Securities Llc
    Council Bluff, IA
    Leawood, KS
    Lincoln, NE
    Omaha, NE
    Omaha, NE
    Council Bluffs, IA
    Papillion, NE
    Papillion, NE
  • 2018-02-05 → 2022-10-25
    Edward Jones
    Bellevue, NE
    La Vista, NE
  • 2008-04-24 → 2009-10-13
    U.S. Bancorp Investments, Inc.
    Council Bluffs, IA
    Underwood, IA
    Council Bluffs, IA
    Council Bluffs, IA
    Council Bluffs, IA
    Avoka, IA
    Carson, IA
    Red Oak, IA
  • 2006-03-15 → 2008-01-23
    Securities America Advisors, Inc.
    La Vista, NE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-01
S63 Uniform Securities Agent State Law Examination 2000-05-11
  • S66 Uniform Combined State Law Examination
    2018-02-01
  • S63 Uniform Securities Agent State Law Examination
    2000-05-11
Other Names
  • Julie Elaine Wood
  • Juli Elaine Oferral
  • Juli Elaine O'FErral
  • Julie Elaine O'FErral
  • Julie E Gray
  • Julie Gray
  • Julie O'FErral
  • Juli O'FErral
  • Juli E Oferral
  • Julie Wood
  • Julie E Wood
  • Juli Gray
  • Julie E Oferral
  • Julie Elaine Gray

View on SEC IAPD

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MORGAN STANLEY · Deerfield, IL
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OSAIC WEALTH, INC. · DEERFIELD, IL
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NADLER FINANCIAL GROUP, INC. · DEERFIELD, IL

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