Jay Greer has been an investment adviser representative at Blue Water Asset Management since May 2015, and is not listed among the firm’s executive officers or direct owners.
Blue Water Asset Management, LLC is a Grand Rapids, MI firm with $428M under management, 940 clients and 7 advisers across 3 offices, as of its June 2026 filing.
Jay Greer’s longest registration is the current one, 11 years at Blue Water Asset Management since 2015. Before joining Blue Water Asset Management in 2015, Jay Greer was registered through Capital Asset Advisory Services, LLC and Wealth Creation & Preservation, LLC.
- Blue Water Asset ManagementCurrent– present · 11 yearsGrand Haven, MI · Adviser representative · Firm CRD 175362
- Capital Asset Advisory Services, LLC– · 3 yearsWilliamston, MI · Adviser representative · Firm CRD 110929
- Wealth Creation & Preservation, LLC– · 1 yearGrand Haven, MI · Adviser representative · Firm CRD 126452
Investment adviser representative registrations
Jay Greer is registered as an investment adviser representative in Michigan, since May 2015.
- MichiganSince 19 May 2015
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 April 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 January 1996 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 8 November 1995 |
| Series 7 | General Securities Representative Examination | 16 January 1988 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- General Securities Representative Examination
- Full name
- Jay William Greer
- CRD
- 1779326
- Firm
- Blue Water Asset Management · CRD 175362
- Office
- Grand Haven, MI
- Registration
- Investment adviser registration
- In the industry since
- August 2010
- Disciplinary history
- Not yet shown here · SEC record
Where does Jay Greer work?
Jay Greer is an investment adviser representative registered through Blue Water Asset Management, LLC since May 2015, and is not listed among the firm’s executive officers or direct owners.
Is Jay Greer a financial advisor?
Yes. Jay Greer has a current investment-adviser registration in Michigan, through Blue Water Asset Management since May 2015.
How many years of experience does Jay Greer have?
Jay Greer has 16 years in the financial industry, since August 2010, across 3 adviser firms.
What exams has Jay Greer passed?
Jay Greer has passed 4 licensing exams: the Series 7, Series 6, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1988.
Where did Jay Greer work before Blue Water Asset Management?
Before Blue Water Asset Management, Jay Greer was registered through Wealth Creation & Preservation, LLC, August 2010 to April 2012.
Where is Jay Greer based?
Jay Greer’s registered office is in Grand Haven, MI.
Is Jay Greer registered with FINRA?
No. Jay Greer has no current broker registration.
How can I verify Jay Greer’s record?
Search CRD 1779326 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jay Greer’s full registration record.
- Nicolle RumseyChief Operating Officer
- Andy ArmstrongChief Compliance Officer
Mark RedfieldManaging Member