Jerome Greene is a registered investment advisor at Jg Wealth Management, LLC, based in Aliso Viejo, CA, with 9 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 15 clients with $2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
These fees are for wrap fee portfolio management. There is an $2,500 initiation fee for individual accounts and a $5,000 initiation fee for institutional accounts. For individual accounts, there is a minimum annual cost of $3,750, and for institutional accounts, there is a minimum annual cost of $12,000. Fees may be negotiable.
Fee Estimator
Location
15 Enterprise, Suite 250, Aliso Viejo, CA, 92656-2652
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jerome is the president and owner of JG Wealth Management, LLC, a Registered Investment Advisor firm. He dedicates full-time hours to meeting with clients, discussing financial goals, and developing plans.
Employment History
Current Registrations
Jg Wealth Management, LLC
Previous Registrations
Union Capital CompanyBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Transamerica Financial Advisors, INCBroker
State Registrations6 states
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