Jack Evan Green

Employer firm

Anacapa Financial, LLC CRD 305365

$68.7M regulatory AUM 182 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2008 → 10/2019
  Lpl Financial Llc
  Ventura, CA
• 03/2012 → 09/2016
  Jeff Crocker Real Estate Broker
  Ventura, CA
• 09/2015 → 09/2016
  Mainely Investments Inc.
  Ventura, CA
• 09/2016 → Present
  Pacific West Real Estate Co.
  Ventura, CA
• 10/2019 → Present
  Anacapa Financial, Llc
  Ventura, CA
• 10/2019 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2008-06-09 → 2019-11-06
  Lpl Financial Llc
  San Diego, CA
  Ventura, CA
• 2008-01-01 → 2008-06-10
  Wells Fargo Clearing Services, Llc
  Oxnard, CA
• 2002-07-30 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Oxnard, CA
  Oxnard, CA
  St. Louis, MO

Other Businesses

1. Anacapa Financial, LLC. Investment Related. 1363 Donlon Street, #5, Ventura CA 93003. Financial Planning and Portfolio Management. CEO. Start 10/2019. 175 hrs/mo, 160 during trading. Helping clients with financial planning for a fee. Tax Preparation. Manage client investment accounts on a discretionary basis for a fee. 2. PKS Financial. Investment Related. 80 State St, Albany NY 12207. Insurance. Agent. Start 10/2019. 15 hours per month during trading. Sales and marketing of life insurance and health insurance. 3. Pacific West Real Estate Co. Not Investment Related. 1363 Donlon Street. #13. Ventura CA 93003. Real Estate Sales. Sales Agent. Start 4/2017. 10 hours per month not during trading. Real Estate Sales Agent. Listing houses for sale for a commission. Representing buyers of real estate for a commission. Negotiating lease contracts. 4. Successor Trustee for Parents Trust. Not Investment Related. 365 N. Dos Caminos, Ventura CA 93003. Trust. Trustee. Start TBD. 0 hours per month. When mother is deceased or becomes in capacitated Jack will take over as trustee to help manage her estate for her benefit. 5. Rental Property. Not Investment Related. Multiple Addresses within CA and TX. Rental Property. Owner. Start 3/2017. 1 hour per month not during trading. Collect Rent/Lease Property.

Exams

• S66 Uniform Combined State Law Examination
  2001-07-25

Designations

• Certified Financial Planner

Other Names

• Jj Green