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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-30-2017
- Office Locations
- 1
Office Locations
About JG Wealth Management, LLC
JG Wealth Management is a Black-owned, mission-driven RIA providing transparent, fiduciary financial planning and investment management for a diverse clientele, including individuals building wealth and business owners. CFP-led programs span comprehensive wealth management, tax planning, and estate planning coordination, plus 401(k) plan administration, compliance, and bookkeeping—positioning the firm as an extension of growing businesses’ teams.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEROME ALLAN GREENE
Chief Compliance Officer, Managing Member, President
- CRD
- #5468878
- Ownership
- 75% or more
Karina Jayne Lane
Chief Operations Officer
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,630,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,630,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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