Advisor at Thrive Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Thrive Wealth Management, LLC
Location
Audubon, PA 19403
Credentials
CFP®, Series 66
Industry experience
3 years
Jack Green is a CFP® and holds a Series 66 license, currently serving as a financial advisor at Thrive Wealth Management, LLC with three years of industry experience. Prior to joining Thrive in 2021, he held roles at Vanguard, Bank of America, and Merrill Lynch. Thrive Wealth Management serves individuals, high-net-worth clients, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a client-specific approach using model portfolios, mutual funds, ETFs, individual securities, and selective alternative investments, with an emphasis on tax-aware management and regular portfolio rebalancing.
Based on Thrive Wealth Management, LLC
Based on Thrive Wealth Management, LLC
Financial planning flat fees range from $1,000 to $100,000 depending on scope and complexity
$0 - $500,000: 1.0% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $1,500,000: 0.70% annually $1,500,001 - $2,000,000: 0.60% annually $2,000,001 - $4,000,000: 0.50% annually $4,000,001+: 0.40% annually
Insurance product commissions may be charged; no advisory fee charged on insurance products purchased on commission basis
Hourly financial planning and consulting fees range from $200 to $500 per hour
Account minimum: $500,000 Fee-only: Financial planning fees range from $1,000 to $100,000 on a fixed fee basis; hourly rates range from $200 to $500 per hour
1000 Madison Avenue, Suite 208
Audubon, PA 19403
Pennsylvania
Thrive Wealth Management, LLC
2021 - Present (5 years)
Vanguard
2020 - 2021 (1 year)
Bank of America, N.A.
2019 - 2021 (2 years)
Merrill
2019 - 2020 (1 year)
Full Time Education - Temple University
2018 - 2019 (1 year)
Merrill Lynch
2018 - 2018 (1 year)
Full Time Education - Temple University
2017 - 2018 (1 year)
Dan Dan Restaurant
2017 - 2017 (1 year)
Full Time Eduaction - Temple University
2016 - 2017 (1 year)
Tredyffrin Easttown Township
2016 - 2016 (1 year)
Full Time Education - Temple University
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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