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Jackson Henry Kleinert

Greenwich Wealth Management, LLC

Greenwich, CT

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Current Employers
Greenwich Wealth Management, Llc

45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-12-03
CT RA APPROVED 2020-03-06
  • TX RA
    APPROVED_RES
    Since 2025-12-03
  • CT RA
    APPROVED
    Since 2020-03-06

Branch Locations

45 East Putnam Avenue Suite 128, Greenwich, CT 06830 • 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
Morgan Stanley New York NY 07/2017 09/2017
Tullett Prebon New York NY 05/2017 07/2017
Southern Methodist University Dallas TX 08/2013 12/2017
Greenwich Wealth Management Greenwich CT 10/2018 Present
Westchester Country Club Rye NY 01/2018 09/2018
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-03-06
  • S65 Uniform Investment Adviser Law Examination
    2020-03-06

View on SEC IAPD

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Other Offices

PARSIFAL CAPITAL MANAGEMENT, LP · GREENWICH, CT
MARCH ALTUS CAPITAL MANAGEMENT LP · GREENWICH, CT
BRX GLOBAL · GREENWICH, CT
MORGAN STANLEY · Greenwich, CT
MAIN STREET RESEARCH LLC · Greenwich, CT
ENDEAVOUR CAPITAL ADVISORS INC. · GREENWICH, CT
AXIOM ASSET ADVISORS, LLC · GREENWICH, CT
SEARLE & CO. · GREENWICH, CT

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