Unclaimed Profile

Jerry Lee Greene

ARETE WEALTH ADVISORS, LLC·CHICAGO, Illinois

SIE, Series 6, Series 22, Series 62, Series 63, Series 65Clean record22 years registeredARETE WEALTH ADVISORS, LLC

1115 W FULTON MARKET, CHICAGO, IL 60607CRD# 2232914Firm CRD# 145488

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jerry Lee Greene · CHICAGO, IL

Registration

CRD #2232914 · ARETE WEALTH ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARETE WEALTH ADVISORS, LLC

MML INVESTORS SERVICES, LLC

Oct 2024 – Feb 2025

MEMPHIS, TN

ARETE WEALTH ADVISORS, LLC

Jan 2023 – Sep 2024

Memphis, TN

FINANCIAL RESOURCE MANAGEMENT, INC.

Oct 2008 – Dec 2022

MEMPHIS, TN

PRIVATE CONSULTING GROUP, INC.

May 2004 – Dec 2008

MEMPHIS, TN

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 22

Series 62

Series 63

Series 65

Registration record

First registered · May 21, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARETE WEALTH ADVISORS, LLC

CRD 145488 · SEC 801-69827

AUM

$2.7B

Regulatory assets under management

Employees

130

5,251 client accounts

Services offered by ARETE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARETE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jerry Lee Greene offer?

Jerry Lee Greene specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with ARETE WEALTH ADVISORS, LLC.

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.

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