Jack Green
Investment adviser representative at Thrive Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.6BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Thrive Wealth Management, LLCMar 2021 to now
- VanguardOct 2020 to Mar 2021
- Bank of America, N.A.Oct 2019 to Mar 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2019 to Feb 2020
- Full Time Education - Temple UniversityAug 2018 to May 2019
- Merrill LynchJun 2018 to Aug 2018
- Full Time Education - Temple UniversityAug 2017 to May 2018
- Dan Dan RestaurantMay 2017 to Dec 2017
- Full Time Eduaction - Temple UniversityAug 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Thrive Wealth Management, LLC
$1.6BAssets managed
870Clients
12Advisers
10 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
- 6964558
- Firm CRD
- 168777