AdvisorOS Directory
Claim Profile
JG

Jerry Lee Greene

ARETE WEALTH ADVISORS, LLC·CHICAGO, Illinois
Unclaimed Profile
1115 W FULTON MARKET, CHICAGO, IL 60607CRD# 2232914Firm CRD# 145488
01

About

Jerry Lee Greene is a registered financial advisor based in CHICAGO, Illinois, affiliated with ARETE WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Jerry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jerry is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ARETE WEALTH ADVISORS, LLC
ARETE WEALTH ADVISORS, LLC
AUM
$2.7B
Regulatory assets under management
Employees
130
Total firm employees
View all advisors at ARETE WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: SHARING IN UNDERWRITING FEES FROM AN AFFILIATED BROKER-DEALER
Regulatory
SEC/IARD CRD# 2232914
Firm CRD# 145488
3 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHICAGO?

Browse all registered financial advisors in CHICAGO, Illinois or claim this profile if it's yours.

Browse CHICAGO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Jerry Lee Greene offer?
Jerry Lee Greene specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Jerry Lee Greene's credentials?
Jerry Lee Greene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jerry Lee Greene located?
Jerry Lee Greene is based in CHICAGO, Illinois, working with ARETE WEALTH ADVISORS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.
How does Jerry Lee Greene charge for services?
Jerry Lee Greene's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees, other: sharing in underwriting fees from an affiliated broker-dealer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARETE WEALTH ADVISORS, LLC?
ARETE WEALTH ADVISORS, LLC has approximately 130 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ARETE WEALTH ADVISORS, LLC

Corrie Faulk Davis Scoby
CHICAGO, IL
Unbo Chung
CHICAGO, IL
David Carl Hock
CHICAGO, IL
Jonathan Kramer Greer
CHICAGO, IL
Joseph Andrew Cook
SCHAUMBURG, IL
Joshua Dean Rogers
CHICAGO, IL

More Advisors in CHICAGO, Illinois

Liza Anne Boyd
MODERNE CAPITAL, LP·CHICAGO, IL
John William Wimbiscus
TRINITY FINANCIAL ADVISORS LLC·CHICAGO, IL
Warren John Zaccaro
ASSET ALLOCATION & MANAGEMENT COMPANY, LLC·CHICAGO, IL
Caleb Fryer Fishkin
FORTY4 ASSET MANAGEMENT LLC·CHICAGO, IL
Frank James Haggerty
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL
Joyce Barbara Riegel
DUFF & PHELPS INVESTMENT MANAGEMENT CO.·CHICAGO, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
OAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile