About Our Founder

Our founder, Jerome Greene, became an independent financial advisor after spending the first part of his career at a large institutional firm. There, he was very restricted on what kinds of clients he could help and he found himself showing way too many people the door because they didn't meet the asset minimum. He founded our firm to extend his professional services to the investors who need it most.

Outcome Focused Wealth Management

Jerome Greene is committed to helping entrepreneurs, business owners, and families maximize their financial opportunities. He works with self-made people who want to create a meaningful legacy and build wealth for future generations.

Support for Families and Individuals

Jerome works with clients who care deeply about transforming their life's work into a lasting legacy. He is passionate about helping clients pursue the future they envision by making informed, thoughtful choices at each step.

Support for Business Owners

Jerome enjoys guiding clients through all business stages, from launching a new venture to preparing for retirement. No matter where you are, he can help you balance your personal and professional priorities today—and for the generations that follow.

The Four Tenets of Jerome Greene's Service

1. An Unwavering Commitment to You- With Jerome as your financial guide, you can expect a relationship built on deep inquiry, customized service, and regular conversations.

2. Strategies Tailored to Your Specific Needs- Jerome believes every individual deserves to have truly personalized wealth management strategies

3. Access to Tremendous Resources and Specialists- Through the investment insights of JG Wealth Management, Jerome can help you streamline and address your entire financial life with access to valuable resources and specialists.

4. An Ally Through Every Wealth Stage- From day one, Jerome's goal is to be a lifelong trusted advisor who helps you build the life you imagine.

Professional Highlights

Jerome joined the financial services industry to make a difference in clients' lives by helping them pursue their financial dreams and goals. Prior to his career in financial services, Jerome spent 13 years in the Army, where he learned to stay organized, be flexible, and keep everyone informed. Today this ethos guides his wealth management approach.

Jerome holds a B.S. in Business from San Diego State University, and an M.B.A. from Howard University. When not working, Jerome enjoys spending time with his family which usually leads to grilling carne asada tacos.

Have any questions? 
We would love to get you answers and to see if we are a good fit together!