Unclaimed Profile

Jonathan Kramer Greer

ARETE WEALTH ADVISORS, LLC·CHICAGO, Illinois

SIE, Series 6, Series 7, Series 24, Series 26, Series 63, Series 6517 years registeredARETE WEALTH ADVISORS, LLC

1101 W LAKE STREET, CHICAGO, IL 60607CRD# 2515200Firm CRD# 145488

Profile Verification

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

Identity

Jonathan Kramer Greer · CHICAGO, IL

Registration

CRD #2515200 · ARETE WEALTH ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ARETE WEALTH ADVISORS, LLC

ARETE WEALTH ADVISORS, LLC

Jan 2009 – Mar 2020

CHICAGO, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 26

Series 63

Series 65

Registration record

First registered · January 9, 2009

Years registered · 17

Disclosure History

2020Employment Separation After Allegations

2016Judgment / Lien

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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 Jonathan Kramer Greer offer?

Jonathan Kramer Greer specializes in Financial Planning, Investment Management, Wealth Management.

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, last registered with ARETE WEALTH ADVISORS, LLC.

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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