AdFi
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Justin James Klunder

Investment Adviser Representative at GRAY PRIVATE WEALTH, LLC

Canton, MACRD #6318094Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
2 states
Exams Passed
3

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
MassachusettsTexas
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 1/28/2016
SIE
Securities Industry Essentials Examination
Passed 2/1/2018
Series 7
General Securities Representative Examination
Passed 12/2/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

GRAY Private Wealth, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

GRAY PRIVATE WEALTH, LLCCurrent
4/15/2016Canton, MA
1ST GLOBAL ADVISORS INC
2/12/20162/1/2018Canton, MA
VERITABLE LP
4/17/20148/10/2015Newtown Square, PA

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at GRAY PRIVATE WEALTH, LLC

2 other advisors in the directory

View GRAY PRIVATE WEALTH, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Justin James Klunder 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.

Justin James Klunder - Financial Advisor in Canton, MA | AdvisorFinder