San Diego Office

2305 Historic Decatur Road Suite 100
San Diego, CA 92106

Los Angeles Office

445 South Figueroa Street 31st Floor
Los Angeles, CA 90071
Jerome Greene

Jerome Greene

President/Financial Advisor

If there's one thing Jerome's clients, family, and friends know about him is that he is a coach at heart and is always working to better himself and the world around him. Throughout both his personal and professional lives, he has always sought out ways to leave things a little better than he found them. He served in the US Army and then entered the financial services industry as a financial advisor at Merrill Lynch. While he appreciates the knowledge and resources this career gave him, he found that to really serve his clients on a new level, he had to transition to an independent model. In 2016, he founded JG Wealth Management.

Jerome finds great satisfaction is being part of the solution he provides his clients, seeing them pursue their goals, and being part of the family; as he likes to say. He can't imagine another career besides where he is now, but if he were to choose, he would likely be a football coach (he currently coaches his son's basketball and football teams, so I guess he is getting a little bit of both worlds!). Jerome is always helping others and this shines through in his diligence to build a good name for his business and family. In doing this and bettering himself, he has always valued education and graduated with his BS in Business from San Diego State University and his MBA from Howard University. He also holds his FINRA Series 7 and 66 securities licenses.

A San Diego native (just ask him about his discerning Mexican food tastes!), Jerome now resides in Seattle. When not in the office, he enjoys spending time with family, cheering on the Seahawks and other Seattle sports teams, and water sports. He is also an active volunteer and serves on the Board of Trustees at the Seattle Children's Theater, is a member of the San Diego State Regional Council representing the Pacific Northwest, and is the Financial Literacy and Community Service Chair for the National Association of Black Accountants, Seattle Chapter.