Jack Garey has been an investment adviser representative at Greenline Wealth Management since October 2025, and is not listed among the firm’s executive officers or direct owners. Jack Garey holds a Bachelor of Business Administration in Finance from The University of Texas at Austin.
Greenline Wealth Management LLC is a Boca Raton, FL firm with $117M under management, 247 clients and 7 advisers across 3 offices, as of its July 2026 filing.
Jack A. Garey is an Advisor at Greenline Wealth Management, where he develops new client relationships, helps clients pursue their financial goals and works closely with the firm's senior advisors. His earlier experience includes an internship with Bernstein Private Wealth in Houston, Texas.
- Greenline Wealth ManagementCurrent– present · 1 yearBoca Raton, FL · Adviser representative · Firm CRD 298397
Investment adviser representative registrations
Jack Garey is registered as an investment adviser representative in Florida, since October 2025.
- FloridaSince 17 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 2 October 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jack Alan Garey
- CRD
- 8172684
- Firm
- Greenline Wealth Management · CRD 298397
- Office
- 301 YAMATO ROAD, SUITE 3151, Boca Raton, FL 33431
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- greenlinewm.com
Where does Jack Garey work?
Jack Garey is an investment adviser representative registered through Greenline Wealth Management LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jack Garey a financial advisor?
Yes. Jack Garey has a current investment-adviser registration in Florida, through Greenline Wealth Management since October 2025.
How many years of experience does Jack Garey have?
Jack Garey has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Jack Garey passed?
Jack Garey passed the Series 65 in October 2025.
Where is Jack Garey based?
Jack Garey’s registered office is in Boca Raton, FL.
Is Jack Garey registered with FINRA?
No. Jack Garey has no current broker registration.
How can I verify Jack Garey’s record?
Search CRD 8172684 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jack Garey’s full registration record.