401k Rollover • Financial Planning • Retirement Planning • Investment Management • Estate Planning • Tax Management Services • Comprehensive Wealth Management
Jerome Greene
I’m passionate about helping others find solutions and achieve financial success. After serving as a field artillery officer in the Army, I earned my MBA from Howard University, which sparked my interest in finance and making a positive impact. Growing up in San Diego, I learned the value of hard work and community, values I bring into everything I do today. Now based in Orange County, I combine my unique experiences with a commitment to helping others carve their own paths to success.
Have peace of mind with comprehensive
wealth management services
At JG Wealth Management, we do more than manage wealth —we offer peace of mind and time with our transparency and attention to detail. Ensure your wealth and future are protected with our expert services!
Trust in a simple pricing model with no transaction costs or commissions
Take care of all your needs with one team of experienced and knowledgeable professionals
Receive a FREE Consultation & Portfolio/Strategy Review
Call Today!
213-214-2116
[email protected]
15 Enterprise, Suite 250
Aliso Viejo, CA 92656