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Ronald Gray Jr.

Advisor at Edward Jones

Updated today

Location

Imlay City, MI 48444

Credentials

Series 66

Industry experience

14 years

About

Ronald Gray Jr. is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and is notable for its extensive network of financial advisors and branch offices across the country.

Client services

Based on Edward Jones

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Edward Jones

Wealth management Tax-loss harvesting Multi-generational wealth transfer

Occupation focus

Based on Edward Jones

Retired Founder/Business Owner Executive

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Fee options

Percentage

$0+: Up to 1.35% annually Program Fee $0+: Up to 0.05% annually Platform Fee $0+: 0.00% to 0.45% annually SMA Manager Fees (if applicable)

Other

Account minimum: $5,000 Fee-only: Annual Program Fee up to 1.35%, Platform Fee up to 0.05%, plus SMA Manager Fees (0.00% to 0.45%); fees are asset-based and paid monthly in arrears.

Location

158 East Third Street, Suite 1 A

Imlay City, MI 48444

Most active in

Michigan · Texas

Work history

Edward Jones

2012 - Present (14 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Joseph V

Series 63, Series 65

Metamora, MI

Vitale Wealth Management

Joseph Vitale is the principal of Vitale Wealth Management in Metamora, MI, with 9 years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with American Retirement Advisors, Inc. and other related entities. Outside of his advisory role, he owns and operates American Retirement Solutions, a licensed insurance agency, as well as a real estate brokerage, Trinity Realty Inc. Vitale Wealth Management provides discretionary portfolio management and financial planning services primarily to individual clients, including some high-net-worth households. The firm uses model-based investment strategies, often engaging sub-advisors or co-advisors, and conducts periodic account reviews alongside educational seminars and workshops.

General retirement planning Social Security optimization Retirement income strategy Active portfolio management Founder/Business Owner
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Nicholas H

Series 66

Metamora, MI

Vitale Wealth Management

Nicholas Harajli is a financial advisor at Hantz Financial Services, Inc. with one year of industry experience. Prior to joining Hantz Financial Services in 2023, he worked at United Wholesale Mortgage and Best Buy. He holds the Series 66 designation. Hantz Financial Services serves a diverse client base including individual investors, charitable organizations, corporate clients, and retirement plan sponsors. The firm employs model-driven ETF strategies alongside separately managed accounts and offers a range of financial planning, wealth management, and fiduciary services.

General retirement planning Social Security optimization Retirement income strategy Active portfolio management Founder/Business Owner
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Michael A

Series 66

Imlay City, MI

MDRN Capital

Michael Awwad is a financial advisor at MDRN Capital with 13 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, PNC Investments, Huntington Financial Advisors, Cetera Investment Advisers, and Fifth Third Securities. Outside of advising, he serves as an adjunct professor teaching finance courses at Southern New Hampshire University and as an assistant chief at the Goodland Township Fire Department. MDRN Capital provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm combines fundamental and technical analysis with a primarily long-term investment approach, utilizing independent managers, mutual funds, ETFs, and individual securities.

Wealth management Retirement plans for business owners (SEP, solo 401k)
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Lonnie M

Series 63, Series 65

Lapeer, MI

IP Financial Advisory Services LLC

Lonnie Mclane is a financial advisor with IP Financial Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His career includes long-term roles at Sigma Financial Corporation and ongoing involvement with Mid Thumb Insurance and Mid Thumb Financial Planning. Outside of his advisory work, he is engaged with Estate & Tax Consultants, LLC, providing trust funding, tax preparation, and mortgage reduction services. IP Financial Advisory Services primarily serves individual retail clients by offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes customized portfolio construction and monitoring, often using discretionary authority and a variety of analytical methods, while also referring clients to third-party investment advisors.

Business succession planning Charitable giving & philanthropy Income planning Long-term care insurance Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Mark P

Series 66

Lapeer, MI

PNC Wealth Management

Mark Prainito is a financial advisor at PNC Wealth Management with a Series 66 credential and two years of industry experience. His prior work includes positions at Bank of America, Merrill, The Huntington National Bank, and Florida Funding, LLC. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments and approved model strategies managed by PNC or third-party strategists.

Passive / index investing Active portfolio management Wealth management Executive
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Christopher B

Series 63, Series 65

Lapeer, MI

J.P. Morgan Securities

Christopher Buzzell is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Comerica Securities, Cetera, Independent Bank, and PNC Bank before joining J.P. Morgan in 2021. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As part of J.P. Morgan, the firm combines large institutional advisory operations with brokerage and investment management capabilities.

Wealth management Executive Founder/Business Owner
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