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Jacob Herschel Gray

Dimensional Fund Advisors LP

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About Jacob Herschel Gray

Jacob Herschel Gray is an investment advisor representative with Dimensional Fund Advisors LP in Austin, Texas. Jacob has been in the industry since November 2020. Jacob has passed the Series 7TO, SIE and Series 66 exams. Prior to joining Dimensional Fund Advisors LP, Jacob worked at HighTower Securities, LLC. Jacob is registered to provide investment advice in Texas. Jacob's specializations include Portfolio Management for Individuals, Portfolio Management for Investment Companies, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Jacob Gray is currently registered with Dimensional Fund Advisors LP. Dimensional Fund Advisors LP is an investment advisor headquartered in Austin, TX. The firm manages approximately $749.62 billion in assets for a variety of clients, including investment companies, pooled investment vehicles, high-net-worth individuals, and pension and profit-sharing plans. The firm specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Dimensional Fund Advisors LP is registered with the SEC and has a total of 761 employees, including 245 investment adviser representatives and 516 registered representatives.
Dimensional Fund Advisors LP

6300 BEE CAVE ROAD

AUSTIN, TX 78746

$749.62B

Assets Under Management

1

Total Clients

217

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jacob Gray’s Registration & Firm History

TX

06/10/2022 - Present

Dimensional Fund Advisors LP (AUSTIN TX)

IL

11/21/2020 - 06/02/2022

HIGHTOWER SECURITIES, LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 03/20/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/20/2020

Series 7TO - General Securities Representative Examination

BC

Issued 08/23/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jacob Herschel Gray.
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