Jason R. Radabaugh

GREENE WEALTH MANAGEMENT

Seattle, WA 98101-2630

Some features on this profile are disabled

CRD#: 3003267

Professional summary

Jason Robert Radabaugh, CFP®, who also goes by Jason R Radabaugh, is a registered financial advisor currently at GREENE WEALTH MANAGEMENT, LLC located in Seattle, Washington.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason R Radabaugh

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Radabaugh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2013

Experience

Current

January 9, 2006 - Present

GREENE WEALTH MANAGEMENT, LLC

Office #1: 1301 5th Avenue Suite 3410, Seattle, WA 98101-2630

RIA

CRD#: 137810

Seattle, WA

Past

February 6, 2004 - November 29, 2005

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

CRD#: 2881

MILWAUKEE, WI

Past

May 31, 2001 - January 8, 2004

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

CRD#: 21771

SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GREENE WEALTH MANAGEMENT, LLC

GREENE WEALTH MANAGEMENT, LLC | GWMS, LLC

CRD#: 137810 / SEC#: 801-64893

RIA

Registered Investment Advisory firm - (11/15/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(1/1/2021)

IAR

Washington
(1/9/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/6/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 1/7/2002

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/30/2001

General Securities Representative Examination

Current Firm

GREENE WEALTH MANAGEMENT, LLC

GREENE WEALTH MANAGEMENT, LLC | GWMS, LLC

CRD#: 137810 / SEC#: 801-64893

RIA

Registered Investment Advisory firm - (11/15/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1301 5th Avenue Suite 3410, Seattle, WA 98101-2630

Mailing Address

Phone number

(206) 623-2200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,759
AUM (Assets Under Management)	$ 1,183,200,588

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Dale Miller

MORGAN STANLEY

IAR

Moscow, ID

Alyssa Jarman

OSAIC WEALTH, INC.

IAR

Bellevue, WA

Gregg Quinn

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Redmond, WA

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason R. Radabaugh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Radabaugh's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREENE WEALTH MANAGEMENT, LLC

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

GREENE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/6/2006

Series 66

Date: 1/7/2002

Series 7

Date: 5/30/2001

Current Firm

GREENE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GREENE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors