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Jack Alan Garey

Greenline Wealth Management

Boca Raton, FL

CRD 8172684

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Employer firm

Greenline Wealth Management CRD 298397

$117M regulatory AUM 143 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Greenline Wealth Management

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-10-17
  • FL RA
    APPROVED
    Since 2025-10-17

Branch Locations

301 Yamato Road Suite 3151, Boca Raton, FL 33431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Greenline Wealth Management Llc Boca Raton FL 10/2025 Present
Greenline Wealth Management Llc Boca Raton FL 08/2025 Present
Unemployed Boca Raton FL 05/2025 08/2025
Full-Time Student Fort Lauderdale FL 08/2015 05/2025
Alliance Bernstein Houston TX 06/2024 08/2024
  • 10/2025 → Present
    Greenline Wealth Management Llc
    Boca Raton, FL
  • 08/2025 → Present
    Greenline Wealth Management Llc
    Boca Raton, FL
  • 05/2025 → 08/2025
    Unemployed
    Boca Raton, FL
  • 08/2015 → 05/2025
    Full-Time Student
    Fort Lauderdale, FL
  • 06/2024 → 08/2024
    Alliance Bernstein
    Houston, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-02
  • S65 Uniform Investment Adviser Law Examination
    2025-10-02
Other Names
  • Jack Garey

View on SEC IAPD

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