Ronald Julian Greenberg

Current Employers

Employment History

• 12/2004 → 08/2025
  M Holdings Securities, Inc
  Portland, OR
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  Morristown, NJ
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Morristown, NJ

Previous Registrations

• 2004-12-03 → 2025-08-11
  M Holdings Securities, Inc.
  Morristown, NJ
  East Hanover, NJ
  Portland, OR
• 2002-06-05 → 2004-12-03
  1717 Capital Management Company
  East Hanover, NJ

Other Businesses

(1)Name of Business: Eagle Rock Wealth Management Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 01/01/2015 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sale of investment advisory services (2)Name of Business: GMP Minneapolis Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 11/01/2010 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: (3)Name of Business: Greenberg Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 11/25/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee on Ronald Greenberg TTEE U/A DTD 11/25/2022 Greenberg Family Trust (4)Name of Business: Greenberg & Rapp Financial Group Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 01/01/1995 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Sale of insurance products & inv advisory services (5)Name of Business: Jones Lowry LLC Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/01/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: None (6)Name of Business: Langenfeld Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/27/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (7)Name of Business: Langenfeld Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/27/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (8)Name of Business: Langenfeld Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 06/27/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (9)Name of Business: Langenfeld Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 01/21/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Trustee (10)Name of Business: M Financial Board Member Address: 67 E Park Pl Ste 750, Morristown, NJ, 07960-7103, United States Activity Type: Board Member, Board Subcommittee Member, Officer, or Director Position/Title: Director Investment Related: No Start Date: 09/06/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Board member that serves in 3 committees in financial matters (11)Name of Business: NESPA Metro New York Chapter Address: South Gol

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-27
• S63 Uniform Securities Agent State Law Examination
  1992-06-09