Jean Jacques R. Widmaier

GREEN ERA FINANCIAL LLC

CLEARWATER, FL

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CRD#: 6915787

Professional summary

Jean Jacques Robert Widmaier, who also goes by Jj Widmaier, Jean Jacques Widmaier, is a registered financial advisor currently at GREEN ERA FINANCIAL LLC located in Clearwater, Florida.

Jean Jacques is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Jean Jacques has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jj Widmaier | Jean Jacques Widmaier

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.

JEAN JACQUES WIDMAIER, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; START DATE 02/2023; CLEARWATER, FLORIDA; APPROXIMATELY 15% OF TIME

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Jacques Robert Widmaier'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®

None

Experience

Current

March 14, 2023 - Present

GREEN ERA FINANCIAL LLC

RIA

CRD#: 324150

CLEARWATER, FL

Past

August 11, 2021 - March 16, 2023

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Clearwarter, FL

Past

March 2, 2018 - August 5, 2021

KNR WEALTH MANAGEMENT, INC.

RIA

CRD#: 172669

LAGUNA NIGUEL, CA

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
(3/14/2023)

IAR

Florida
(3/27/2023)

IAR

Louisiana
(2/10/2025)

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: 2/5/2018

Uniform Investment Adviser Law Examination

Current Firm

GREEN ERA FINANCIAL LLC

CRD#: 324150 / SEC#:

California

Registered Investment Advisory firm - (2/17/2023 Approved)

Florida

Registered Investment Advisory firm - (2/8/2023 Approved)

Louisiana

Registered Investment Advisory firm - (2/10/2025 Approved)

Texas

Registered Investment Advisory firm - (10/8/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

Clearwater, FL

Mailing Address

Phone number

(727) 210-5211

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	97
AUM (Assets Under Management)	$ 12,917,975

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.

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Jean Jacques R. Widmaier

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Jacques Robert Widmaier's CRS (Customer Relationship Summary).

Certified licenses

Experience

GREEN ERA FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

KNR WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/5/2018

Current Firm

GREEN ERA FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GREEN ERA FINANCIAL LLC

TRUST BUT VERIFY

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