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Jerome Allan Greene

JG Wealth Management, LLC

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About Jerome Allan Greene

Jerome Allan Greene is a Registered Investment Advisor representative at JG Wealth Management, LLC. Jerome has been in the financial services industry since 2015. Jerome holds the Series 66, Series 7, and SIE licenses. Jerome is registered to provide investment advice in California, Texas, and Washington. Prior to joining JG Wealth Management, LLC Jerome worked at Union Capital Company, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Transamerica Financial Advisors, Inc.

Firm Information

Jerome Greene is currently registered with JG Wealth Management, LLC. JG Wealth Management, LLC is an investment advisory firm based in the United States. The firm offers financial planning and portfolio management services to individuals. They have a total of 17 client accounts and manage approximately $2,000,000 in assets. The firm's website addresses include: [https://www.facebook.com/jgwealthmgt/](https://www.facebook.com/jgwealthmgt/), [https://www.linkedin.com/company/jg-wealth-management/](https://www.linkedin.com/company/jg-wealth-management/), [http://www.jg-wm.com/](http://www.jg-wm.com/), and [https://twitter.com/jgwealthmgt](https://twitter.com/jgwealthmgt).

$2.00M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Subadviser fees

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Jerome Greene’s Registration & Firm History

CA

06/30/2017 - Present

JG Wealth Management, LLC (LOS ANGELES CA)

AZ

06/20/2018 - 09/21/2018

UNION CAPITAL COMPANY (TUCSON AZ)

WA

11/10/2015 - 12/22/2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEATTLE WA)

WA

06/29/2015 - 07/24/2015

TRANSAMERICA FINANCIAL ADVISORS, INC (RENTON WA)

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Licenses & Designations

BOTH

Issued 08/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/28/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jerome Allan Greene.
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