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JG

Jack A. Garey

GREENLINE WEALTH MANAGEMENT
BOCA RATON, FL 33431
CRD#: 8172684
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JG
Jack Alan GareyGREENLINE WEALTH MANAGEMENT

Professional summary

Jack Alan Garey, who also goes by Jack Garey, is a registered financial advisor currently at GREENLINE WEALTH MANAGEMENT located in Boca Raton, Florida.

Jack is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jack has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Jack Garey

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 Jack Alan Garey'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

October 17, 2025 - Present

GREENLINE WEALTH MANAGEMENT

Office #1: 301 Yamato Road Suite 3151, Boca Raton, FL 33431
RIA
CRD#: 298397
BOCA RATON, FL

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
Florida
(10/17/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/2/2025
Uniform Investment Adviser Law Examination

Current Firm

GW
GREENLINE WEALTH MANAGEMENT
GREENLINE WEALTH MANAGEMENT | GREENLINE WEALTH MANAGEMENT LLC

CRD#: 298397 / SEC#:

California
Registered Investment Advisory firm - (8/7/2024 Approved)
Florida
Registered Investment Advisory firm - (9/17/2018 Approved)
Illinois
Registered Investment Advisory firm - (8/14/2018 Approved)
Indiana
Registered Investment Advisory firm - (9/23/2024 Approved)
Kentucky
Registered Investment Advisory firm - (1/24/2025 Approved)
New Jersey
Registered Investment Advisory firm - (10/21/2021 Approved)
New York
Registered Investment Advisory firm - (7/9/2024 Approved)
North Carolina
Registered Investment Advisory firm - (7/22/2024 Approved)
Texas
Registered Investment Advisory firm - (7/2/2024 Conditional Restricted)
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Contact information

Main Address
301 Yamato Road Suite 3151, Boca Raton, FL 33431
Mailing Address
Phone number
(561) 405-6609
Established
Firm type
Fiscal year end
# of Employees
6

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts299
AUM (Assets Under Management)$ 77,755,922

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.

Company Information

GREENLINE WEALTH MANAGEMENT

CRD#: 298397Boca Raton, FL 33431

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