Jackson Henry Kleinert
Investment adviser representative at Greenwich Wealth Management, LLC
13 yearsExperience
2 statesRegistered in
$3.5BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Greenwich Wealth Management, LLCOct 2018 to now
- Westchester Country ClubJan 2018 to Sep 2018
- Morgan StanleyJul 2017 to Sep 2017
- Tullett PrebonMay 2017 to Jul 2017
- Southern Methodist UniversityAug 2013 to Dec 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Greenwich Wealth Management, LLC
Legal name: Greenwich Wealth Management LLC
$3.5BAssets managed
625Clients
12Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6815109
- Firm CRD
- 142820