J.P. Morgan Securities
47yrs
Top advisor by experience at J.P. Morgan Securities
23yrs
Thomas Gray is a financial advisor in San Francisco, California, with 23 years in the industry. Thomas joined Farther in 2026, after 15 years at CH Douglas & Gray Wealth Management. Thomas’s designations include CFA and CFP®.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 69% of advisors in San Francisco
Office345 California Street Suite 600, San Francisco, CA 94104
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?1 state
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFACFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Jan 2026 – nowFartherCurrent firm
- 2011 – 2026CH Douglas & Gray Wealth ManagementPreviously
- 2007 – 2010CH Douglas & Gray Wealth ManagementPreviously
Questions to ask Thomas
Tailored to Thomas’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Thomas
How do I contact Thomas?
Call Farther at 628-246-8004 and ask for Thomas Gray. Thomas works from the San Francisco, CA office.
How long has Thomas been a financial advisor?
Thomas has been in the industry since 2003, about 23 years. More experience than 69% of advisors in San Francisco.
What licenses does Thomas hold?
Series 63. Tap any license on this page to see what it allows.
Is Thomas a fiduciary?
Thomas is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Thomas paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Thomas for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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