Jack
Green
Thrive Wealth Management, LLC
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About this Advisor
Jack Green is a certified financial planner based out of Norristown, Pennsylvania with a total of 1 year of relevant experience. Green currently works for Thrive Wealth Management, LLC. Throughout their career, Green has worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Full Time Education - Temple University, Merrill Lynch, Dan Dan Restaurant, Full Time Eduaction - Temple University, Tredyffrin Easttown Township, Full Time Education - Conestoga High School, Bank Of America, N.A, Vanguard and Thrive Wealth Management, LLC. Green maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Pennsylvania. Thrive Wealth Management, LLC is a financial advisory firm based out of Norristown, PA. The investment advisory business has offices in two locations and a total of 13 advisors. It has $843 million in total assets among its 2,177 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 2,177 accounts, 33% are associated with high-net-worth investors who have greater than $1 million in assets. Thrive Wealth Management, LLC has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of financial services offered. Fees billed by Thrive Wealth Management, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Thrive Wealth Management, LLC Brokerage Details
$843,138,706
13
2,177
$387,294
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jack Green Work History
Jack has been registered as a financial advisor for 1 years.*
Thrive Wealth Management, LLC
Vanguard
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Full Time Education - Temple University
Merrill Lynch
Full Time Education - Temple University
Dan Dan Restaurant
Full Time Eduaction - Temple University
Tredyffrin Easttown Township
Full Time Education - Temple University
Tredyffrin Easttown Township
Full Time Education - Conestoga High School
Tredyffrin Easttown Township
Full Time Education - Conestoga High School
Tredyffrin Easttown Township
Full Time Education - Conestoga High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jack Green to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Thrive Wealth Management, LLC
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
Norristown, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
