Jeffrey Allen Green

Employer firm

Concurrent Investment Advisors, LLC CRD 323135

$15.7B regulatory AUM

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 08/2008 → 07/2026
  Raymond James Financial Services
  Houston, TX
• 01/2009 → 07/2026
  Raymond James Financial Services Advisors, Inc
  Houston, TX
• 07/2026 → Present
  Concurrent Investment Advisors
  Houston, TX
• 07/2026 → Present
  Winstone Wealth Partners
  Houston, TX

Previous Registrations

• 2009-01-02 → 2026-08-04
  Raymond James Financial Services Advisors, Inc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2008-08-29 → 2009-01-02
  Raymond James Financial Services, Inc.
  Houston, TX
  The Woodlands, TX
  Cypress, TX
• 2003-02-03 → 2008-09-02
  Banc Of America Investment Services, Inc.
  Houston, TX
  Houston, TX
• 1997-04-24 → 2003-02-03
  Morgan Stanley Dw Inc.
  Houston, TX

Other Businesses

(1)Name of Business: Green Financial Group Address: 1400 Post Oak Blvd, Ste. 150, Houston, TX, 77056, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 08/15/2008 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 21-40 Description of duties: Investment Advisor / Founder

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-05-09
• S63 Uniform Securities Agent State Law Examination
  1997-04-23