Jerome Greene
JG Wealth Management · Aliso Viejo, California
Jerome Greene is a fee-only financial advisor at JG Wealth Management in Aliso Viejo, California, who holds the CFP credential. JG Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | JG Wealth Management |
|---|---|
| Based in | Aliso Viejo, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.6M across 56 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DC, MD, TX, VA, WA · CRD 5468878 |
| Exams passed | Series 66 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.jg-wm.com |
| Profile |
How Jerome's firm compares
- JG Wealth Management's average account is about $29,000, from its Form ADV (assets managed divided by 56 accounts).
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Questions about Jerome
Is Jerome Greene a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jerome holds no broker registration, and JG Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jerome charge for financial advice?
Jerome's firm, JG Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jerome Greene based?
Jerome Greene is based in Aliso Viejo, California.
What credentials does Jerome Greene hold?
Jerome Greene holds the CFP credential.
Is Jerome Greene registered with the SEC?
Yes. Jerome Greene is registered as an investment adviser representative in CA, DC, MD, TX, VA and WA (CRD 5468878), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JG Wealth Management manage?
JG Wealth Management reports $1.6M across 56 accounts in assets under management.
How do I contact Jerome Greene?
Through Jerome's website, www.jg-wm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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