Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
22 years
Location
Emerson, IA
Alera Investment Advisors, LLC
Multi-team
Julie Gray is a financial advisor at Alera Investment Advisors, LLC with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at JPMorgan Chase Bank, J.P. Morgan Securities, Edward Jones, and Pacific Life Insurance. Outside of finance, she has been involved with Prairie Crossing Vineyard and Winery. Alera Investment Advisors provides investment management, financial planning, and retirement plan advisory services to a diverse client base including individuals, families, trusts, businesses, and institutions. The firm utilizes a combination of internal management, affiliated platforms, and independent managers to construct portfolios with a long-term focus on mutual funds, ETFs, equities, and fixed income.
Based on Alera Investment Advisors, LLC
Fixed engagement fees for financial planning and consulting services, negotiated per engagement.
$0+: 0.25% to 1.50% annually, tiered schedule depending on asset levels, strategy, programs, and service complexity for Internal Investment Management $0+: Up to 1.75% annually for TAG’s Investment Management Platform (includes Advisor Fee and Platform Fee), tiered by size and composition of portfolio $0+: Up to 1.00% annually for Retirement Plan Advisory Services
Certain Advisory Persons receive commissions separately through securities transactions and insurance product sales; these are separate from advisory fees and optional for clients.
Up to $350 per hour for stand-alone financial planning and consulting services.
Account minimum: $5,000 Minimum fee: $7,500 minimum fee for retirement plan advisory clients, negotiable at discretion of AIA Fee-only: Investment advisory fees based on assets under management or fixed fees; no commissions charged by AIA for advisory services.
Emerson, IA
Emerson IA
Advisors at this office
1
Iowa
22 years of industry experience
Osaic Wealth
2025 - Present • 1 year
Scottsdale, AZ
Alera Investment Advisors, LLC
2025 - Present • 1 year
Emerson, IA
JPMorgan Chase Bank, N.A.
2022 - 2025 • 3 years
Council Bluffs, IA
J.P. Morgan Securities LLC
2022 - 2025 • 3 years
Council Bluffs, IA
Prairie Crossing Vineyard and Winery
2022 - 2025 • 3 years
Treynor, IA
MA Mutual Life Ins Co
2018 - 2019 • 1 year
Springfield, MA
Edward Jones
2018 - 2022 • 4 years
LaVista, NE
Pacific Select Distributors, LLC
2010 - 2018 • 8 years
Omaha, NE
Pacific Life Insurance
2010 - 2018 • 8 years
Omaha, NE
U.S. Bancorp Investments, Inc.
2008 - 2009 • 1 year
IA
Securities America Advisors, Inc.
2006 - 2008 • 2 years
La Vista, NE
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Red Oak, IA
Edward Jones
Paul Jackson is a financial advisor at Edward Jones with three years of industry experience. He previously worked at LPL Financial and has owned several small businesses, including Silver Cloud Aerial Photography and Heritage Laundry Service. Jackson also served with the Omaha Fire Department for 24 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of managed solutions and advisory services through a large nationwide network of financial advisors and branch offices.
Series 63, Series 66
Red Oak, IA
Edward Jones
Bryon Beins is a financial advisor with Edward Jones in Red Oak, IA, holding Series 63 and Series 66 designations and 18 years of industry experience. Prior to joining Edward Jones in 2018, he worked at Pacific Select Distributors and Pacific Life from 2008 to 2017, and operated Beins Marketing and Consulting from 2005 to 2017. Outside of his advisory work, he owns and manages EntertainU, LLC, a haunted house business in Council Bluffs, IA. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.
Series 66
Red Oak, IA
Edward Jones
Andrew Rea is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones in 2025, he worked at United Group Insurance for five years and has been involved with My Pharmacy Of Brandon since 2018. Outside of his advisory role, he owns OceanGrenade Productions, a business providing sound and lighting services for events. Edward Jones is a full-service wealth management firm serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers a range of advisory solutions, including discretionary and non-discretionary strategies, managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.
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