Jimmey Earl Green

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2002 → 11/2017
  Metropolitan Life Ins
  Plantation, FL
• 01/2003 → 11/2017
  Met Group
  Plantation, FL
• 12/2002 → 11/2017
  Metlife Securities
  Planation, FL
• 07/2016 → 11/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 03/2017
  Mml Investors Services, Llc
  Plantation, FL
• 11/2017 → 09/2023
  Sagepoint Financial, Inc.
  Ft Lauderdale, FL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Fort Lauderdale, FL

Previous Registrations

• 2017-11-06 → 2023-09-01
  Osaic Services, Inc.
  Fort Lauderdale, FL
• 2017-03-25 → 2017-11-03
  Mml Investors Services, Llc
  Plantation, FL
• 2009-11-17 → 2017-03-25
  Msi Financial Services, Inc.
  Plantation, FL
  Plantation, FL

Other Businesses

1. JIMMEY E GREEN ENTERPRISES LLC POSITION: OWNER NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/25/2020 ADDRESS: 3404 SW BOAT RAMP AVE, PALM CITY FL 34990, United States DESCRIPTION: HORTICULTURE PROPAGATION,IRRIGATION, DISTRIBUTION 2. CREATIVE FINANCIAL NETWORK POSITION: FINANCIAL ADVISOR NATURE: CORPORATION INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 11/29/2018 ADDRESS: 5310 NW 33 AVE, SUITE 206, FT LAUDERDALE FL 33309, United States DESCRIPTION: SELL LIFE HEALTH DISABILITY LONG TERM CARE FIXED ANNUITIES

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-10-12
• S63 Uniform Securities Agent State Law Examination
  2008-04-10

Other Names

• Jimmey Green