Jay Alexander

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Wealth Manager at Greystone Wealth Management|Huntington Beach, California, United States

Position:

Wealth Manager at Greystone Wealth Management

Location:

Huntington Beach, California, United States

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Last updated: 2026-04-14
Updated: 2026-04-14

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Work Experience 17 years

Wealth Manager at Greystone Wealth Management

Jan 2026 - Current

Financial Planner at Greystone Wealth Management

Jun 2017 - Current

Independent Financial Advisor at Advisors Excel

Aug 2023 - Current

Chapter President, Personal Financial Coach and Instructor at AFEA | American Financial Education Alliance

Sep 2019 - Current

Investment Advisor at Greystone Wealth Advisors

Jun 2017 - Current

Retirement Plan Specialist at Charles Schwab

Sep 2011 - Jun 2017

Financial Advisor at J.P. Morgan Asset Management

Sep 2009 - Sep 2011

Jay Alexander started working in 2009, then the employee has changed 5 companies and 6 jobs. On average, Jay Alexander works for one company for 5 years 1 month.

Education

Bachelor of Arts - BA at Arizona State University

Frequently Asked Questions

What is Jay Alexander's email address?

SignalHire found verified email addresses for Jay Alexander, both business and personal. Their business email is ****@gmail.com, and personal emails include j***@schwab.com, and a***@hotmail.com.

What is Jay Alexander's phone number?

SignalHire found multiple verified phone numbers for Jay Alexander: +1-520-***-**01, +1-205-***-**24, and +1-520-***-**29.

How do I contact Jay Alexander at Greystone Wealth Management?

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What is Jay Alexander's professional background?

Jay Alexander has 17 years of professional experience. They have held roles including Financial Planner, Independent Financial Advisor, and Chapter President, Personal Financial Coach and Instructor at companies such as Greystone Wealth Management, Advisors Excel, and AFEA | American Financial Education Alliance. Their education includes Bachelor of Arts - BA from Arizona State University.

Is Jay Alexander's contact information up to date?

Yes. Jay Alexander's SignalHire profile was last updated on 14 April 2026, reflecting their current position as Wealth Manager at Greystone Wealth Management.

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