# Jackson Kleinert

> Jackson Kleinert is a fee-only financial advisor at Greenwich Wealth Management in Greenwich, Connecticut. Jackson focuses on family wealth transfer. Greenwich Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jackson-kleinert/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Greenwich Wealth Management
- **Based in:** Greenwich, Connecticut
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $3.52B across 625 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6815109 (https://adviserinfo.sec.gov/individual/summary/6815109)
- **SEC registration:** Investment adviser representative in CT, TX
- **Exams passed:** Series 65 (2020)
- **Firm size:** 13 employees
- **Disclosures:** None reported
- **Website:** http://www.greenwichwealth.com

## Frequently asked questions

### Is Jackson Kleinert a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jackson holds no broker registration, and Greenwich Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jackson charge for financial advice?

Jackson's firm, Greenwich Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jackson Kleinert based?

Jackson Kleinert is based in Greenwich, Connecticut.

### What does Jackson specialize in?

Jackson's specialties include family wealth transfer. Jackson works with multi-generational families.

### Is Jackson Kleinert registered with the SEC?

Yes. Jackson Kleinert is registered as an investment adviser representative in CT and TX (CRD 6815109), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Greenwich Wealth Management manage?

Greenwich Wealth Management reports $3.52B across 625 accounts in assets under management.

### How do I contact Jackson Kleinert?

Through Jackson's website, www.greenwichwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6815109): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.greenwichwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.