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Jack Alan Garey

Investment adviser representative at Greenline Wealth Management
11 yearsExperience
1 stateRegistered in
$117MFirm assets
Under 1 yearFirm 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

11 years in the industry.

  1. Greenline Wealth Management LLCAug 2025 to now
  2. UnemployedMay 2025 to Aug 2025
  3. Alliance BernsteinJun 2024 to Aug 2024
  4. Full-time StudentAug 2015 to May 2025

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (FL).

Greenline Wealth Management

Legal name: Greenline Wealth Management LLC

$117MAssets managed
247Clients
7Advisers
Under 1 yearIn 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
8172684
Firm CRD
298397
Advisor's SEC record (opens in a new tab)
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