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Member · Greenwich Wealth Management, LLC

Jackson H. Kleinert

CRD 6815109 · Named on Form ADV at one SEC-registered adviser

At a glance

Greenwich Wealth Management, LLC, an SEC-registered wealth manager based in Greenwich, CT with $3.5 billion in regulatory assets, lists Jackson H. Kleinert on its Form ADV as Member.

Firms and roles

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Jackson’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jackson’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.