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Jonathan Kramer Greer

ARETE WEALTH ADVISORS, LLC·CHICAGO, Illinois
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1101 W LAKE STREET, CHICAGO, IL 60607CRD# 2515200Firm CRD# 145488
01

About

Jonathan Kramer Greer 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

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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# 2515200
Firm CRD# 145488
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Kramer Greer offer?
Jonathan Kramer Greer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.
What are Jonathan Kramer Greer's credentials?
Jonathan Kramer Greer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Kramer Greer located?
Jonathan Kramer Greer 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 Jonathan Kramer Greer charge for services?
Jonathan Kramer Greer'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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Other Advisors at ARETE WEALTH ADVISORS, LLC

Corrie Faulk Davis Scoby
CHICAGO, IL
Unbo Chung
CHICAGO, IL
David Carl Hock
CHICAGO, IL
Jerry Lee Greene
CHICAGO, IL
Joseph Andrew Cook
SCHAUMBURG, IL
Joshua Dean Rogers
CHICAGO, IL

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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)
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Research
Advisor Fees in IllinoisNational Fee Analysis
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