JG
JG

Jason Tyler Greenwood

22 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
50 advisors
Number of Clients
4,821 clients
Average Client Portfolio
$269K average
Assets Under Management
$1.3B

Fee Structure

Minimum Annual Fee:$90
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Location

125 Froehlich Farm Blvd., Woodbury, NY, 11797

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Jason owns rental property and manages the associated bank account and taxes. He also serves as a board member for the Kahuku Village Home Owner's Association, facilitating quarterly meetings and spending minimal time on this role.

Employment History
Current Registrations
Consolidated Portfolio Review CORP
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Kms Financial Services, INC
September 2016 - October 2020 · 4 yrs 1 mo
Concert Wealth Management
November 2010 - December 2016 · 6 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2003 - November 2010 · 7 yrs
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Jason Tyler Greenwood - Financial Advisor | TrueAdvisor