Jackson Henry Kleinert

Employer firm

Greenwich Wealth Management, LLC CRD 142820

$3.52B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• GWM HAS EXECUTED A PORTFOLIO MANAGER LICENSING AGREEMENT WITH INTERACTIVE ADVISORS WHICH IS AFFILIATED WITH INTERACTIBE BROKERS

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

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

Current Employers

Employment History

• 07/2017 → 09/2017
  Morgan Stanley
  New York, NY
• 05/2017 → 07/2017
  Tullett Prebon
  New York, NY
• 08/2013 → 12/2017
  Southern Methodist University
  Dallas, TX
• 10/2018 → Present
  Greenwich Wealth Management
  Greenwich, CT
• 01/2018 → 09/2018
  Westchester Country Club
  Rye, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-03-06