Julie Gray
Investment Adviser Representative at Alera Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Julie Gray is an investment adviser representative with Alera Investment Advisors, LLC in Emerson, IA, where they have been registered since 2025. They have worked in the securities industry since 2003 and have been registered with 5 firms, including J.p. Morgan Securities LLC and Edward Jones. They have passed 7 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Iowa.
Registrations & licenses
- Investment adviser:
- Iowa
- Broker:
2 states and territories
Illinois, Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Pacific LIFE InsuranceAug 2010 – Jan 2018Omaha, NE
- Pacific Select Distributors, LLCAug 2010 – Jan 2018Omaha, NE
- Edward JonesJan 2018 – Oct 2022LaVista, NE
- Prairie Crossing Vineyard and WineryJul 2022 – Jun 2025Treynor, IA
- MA Mutual Life Ins CoFeb 2018 – Oct 2019Springfield, MA
- J.P. Morgan Securities LLCOct 2022 – Jun 2025Council Bluffs, IA
- JPMorgan Chase Bank, N.A.Oct 2022 – Jun 2025Council Bluffs, IA
- Alera Investment Advisors, LLCJun 2025 – no end date reportedEmerson, IA
- Osaic WealthJul 2025 – no end date reportedScottsdale, AZ
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Alera Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 68
- Offices listed on AdvisorFinder:
- 14
- Main office:
- Deerfield, IL
- SEC file number:
- 801-111892
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Alera Investment Advisors, LLC
Showing 12 of 68 in the directory
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Julie Gray has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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