JG
Jason T. Greenwood
CONSOLIDATED PORTFOLIO REVIEW CORP
Kahuku, HI 96731
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CRD#: 4215846
JG
Professional summary
Jason Tyler Greenwood, who also goes by Jt Greenwood, is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Kahuku, Hawaii.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jt Greenwood
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.
1) Jason T Greenwood. Not investment related. Start date: 11/1/2020. Address: PO Box 30, Kahuku HI, 96731. Title: Owner of property. Duties: I own the property. I have a property manager that takes care of any marketing, turn over, cleaning, etc. My responsibilities include, managing the bank account to pay the property manager and paying taxes.. Time spent during regular hours: 0%. 2) Kahuku Village Home Owner's Association. Not investment related. Start date: 12/28/2023. Address: PO Box 30, Kahuku HI, 96731. Title: Board Member. Duties: Facilitate board meetings quarterly. Board meeting are typically on the third Tuesday from 8pm to 9:30pm every 3 months. Time spent during regular hours: 5%.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Tyler Greenwood's 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®
NoneExperience
Current
October 28, 2020 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 56-419 Kamehanehaia -hm 360, Kahuku, HI 96731RIA
CRD#: 112694
Kahuku, HI
Past
September 15, 2016 - October 28, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
San Jose, CA
Past
November 9, 2010 - December 31, 2016
CONCERT WEALTH MANAGEMENT
RIA
CRD#: 141253
Fremont, CA
Past
November 19, 2003 - November 8, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MENLO PARK, CA
Past
September 4, 2003 - November 8, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MENLO PARK, CA
Past
July 20, 2000 - April 22, 2003
FIDELITY BROKERAGE SERVICES LLC
BD
CRD#: 7784
SMITHFIELD, RI
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".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 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
California(10/28/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD#: 112694Kahuku, HI 96731TRUST BUT VERIFY
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