Jerome Greene, MBA, CFP®, CRPS®

Jerome grew up in a large family and close-knit community in southeast San Diego. Some of his earliest childhood memories include neighborhood gatherings and the historic moment when Doug Williams became the first black quarterback to win a Super Bowl right in his hometown of San Diego. These formative experiences shaped Jerome's sense of resilience, pride, and commitment to community.

Jerome earned his B.S. in Business from San Diego State University and his MBA from Howard University (HU!). Jerome also served as a 13 year Army Veteran. Beginning as an enlisted Soldier and later commissioning as a Field Artillery Officer, Jerome is a combat veteran who served in some challenging units. His military service instilled the discipline, leadership, and integrity that continue to guide his work with clients.

Following his service, Jerome began his financial services career at one of the largest firms in the country. There he saw firsthand how the industry too often overlooks hardworking families who don't yet meet traditional wealth thresholds. To change that dynamic, he founded JG Wealth Management, a Black-owned financial advisor firm focused on opening doors to financial freedom and growth.

At JG Wealth Management, Jerome created two complementary programs designed to meet clients wherever they are in their journey:

• The Wealth Builder Program - For investors with less than $250,000 in assets, this program emphasizes wealth creation through professionally managed ESG portfolios, comprehensive planning tools, discounted tax preparation, and a modern client portal with mobile access.
• The Wealth Management Program - For clients further along in building their financial foundation, this program delivers advanced strategies, personalized financial planning, and ongoing portfolio management to grow, protect, and transfer wealth effectively.

Jerome holds the CFP^® and CRPS^® designations. What drives him most is helping people achieve their dreams - especially those from communities like the one that raised him in southeast San Diego.

His mission is clear: To empower everyday investors, support families as they advance in their financial journey, and build generational wealth in communities often overlooked by the finance industry.