Jason Tyler Greenwood

Employer firm

Consolidated Portfolio Review Corp CRD 112694

$1.59B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2010 → 12/2016
  Concert Wealth Management
  San Jose, CA
• 09/2016 → 10/2020
  Kms Financial Services, Inc.
  Seattle, WA
• 10/2020 → Present
  Consolidated Portfolio Review Corp
  Woodbury, NY

Previous Registrations

• 2016-09-15 → 2020-10-28
  Kms Financial Services, Inc.
  Seattle, WA
  San Jose, CA
• 2010-11-09 → 2016-12-31
  Concert Wealth Management
  San Jose, CA
  Fremont, CA
• 2003-11-19 → 2010-11-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
  Palo Alto, CA

Other Businesses

1) Jason T Greenwood. Not investment related. Start date: 11/1/2020. Address: PO Box 30, Kahuku HI, 96731. Title: Owner of property. Duties: I own the property. I have a property manager that takes care of any marketing, turn over, cleaning, etc. My responsibilities include, managing the bank account to pay the property manager and paying taxes.. Time spent during regular hours: 0%. 2) Kahuku Village Home Owner's Association. Not investment related. Start date: 12/28/2023. Address: PO Box 30, Kahuku HI, 96731. Title: Board Member. Duties: Facilitate board meetings quarterly. Board meeting are typically on the third Tuesday from 8pm to 9:30pm every 3 months. Time spent during regular hours: 5%.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-11-18
• S63 Uniform Securities Agent State Law Examination
  2000-07-27

Other Names

• Jt Greenwood